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Peterson Wealth Services’s Marathon Petroleum MPC Stock Holding History

Peterson Wealth Services’s Portfolio MPC Stock Details MPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.72M Buy
18,461
+31
+0.2% +$7.61K 1.03% 22
2026
Q1 		$4.5M Sell
18,430
-487
-3% -$98.3K 1.11% 23
2025
Q4 		$3.08M Sell
18,917
-41,827
-69% -$7.82M 0.79% 33
2025
Q3 		$3.72M Buy
60,744
+41,327
+213% +$7.27M 0.92% 28
2025
Q2 		$3.23M Buy
19,417
+442
+2% +$66.3K 0.88% 33
2025
Q1 		$2.76M Buy
18,975
+1,458
+8% +$216K 0.86% 35
2024
Q4 		$2.44M Buy
17,517
+887
+5% +$135K 0.73% 38
2024
Q3 		$2.71M Buy
16,630
+1,614
+11% +$273K 0.87% 35
2024
Q2 		$2.6M Buy
15,016
+347
+2% +$64.5K 0.91% 33
2024
Q1 		$2.96M Buy
14,669
+674
+5% +$115K 1.08% 27
2023
Q4 		$2.08M Buy
13,995
+3,176
+29% +$472K 0.89% 37
2023
Q3 		$1.64M Buy
10,819
+126
+1% +$17.6K 1.23% 31
2023
Q2 		$1.25M Sell
10,693
-334
-3% -$38.8K 0.6% 45
2023
Q1 		$1.49M Buy
11,027
+1,531
+16% +$192K 0.77% 44
2022
Q4 		$1.11M Buy
9,496
+767
+9% +$87.4K 0.63% 42
2022
Q3 		$867K Buy
8,729
+1,206
+16% +$113K 0.61% 42
2022
Q2 		$618K Buy
7,523
+931
+14% +$87K 0.45% 44
2022
Q1 		$564K Buy
6,592
+155
+2% +$11.8K 0.35% 46
2021
Q4 		$412K Buy
+6,437
New +$414K 0.27% 52

Other funds holding MPC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Peterson Wealth Services's MPC Position: Q2 2026 in Review

Peterson Wealth Services increased its Marathon Petroleum (MPC) stake by 0.17% in Q2 2026, buying an estimated $7.61K and bringing the position to 18,461 shares worth $4.72M. The position accounts for 1.03% of the portfolio, ranked #22.

Peterson Wealth Services first reported a position in MPC in Q4 2021 and has held it in 19 quarters since. 849 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Peterson Wealth Services held 18,461 shares of Marathon Petroleum worth $4.72M as of Q2 2026.
  • Peterson Wealth Services bought 31 Marathon Petroleum shares in Q2 2026, an estimated $7.61K.
  • Marathon Petroleum made up 1.03% of Peterson Wealth Services's portfolio in Q2 2026, its #22 holding.
  • Peterson Wealth Services first reported a position in Marathon Petroleum in Q4 2021 and has held it in 19 quarters since.
  • 849 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.