Peterson Wealth Services
MPC icon

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
Q3 		$7.19M Sell
18,188
-273
-1% -$94.4K 1.52% 19
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 $174B AUM 33.96% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Meyer Handelman Company
Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Peterson Wealth Services's MPC Position: Q3 2026 in Review

Peterson Wealth Services reduced its Marathon Petroleum (MPC) stake by 1.5% in Q3 2026, selling an estimated $94.4K and leaving 18,188 shares worth $7.19M. The position accounts for 1.52% of the portfolio, ranked #19.

Peterson Wealth Services first reported a position in MPC in Q4 2021 and has held it in 20 quarters since. 930 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Peterson Wealth Services held 18,188 shares of Marathon Petroleum worth $7.19M as of Q3 2026.
  • Peterson Wealth Services sold 273 Marathon Petroleum shares in Q3 2026, an estimated $94.4K.
  • Marathon Petroleum made up 1.52% of Peterson Wealth Services's portfolio in Q3 2026, its #19 holding.
  • Peterson Wealth Services first reported a position in Marathon Petroleum in Q4 2021 and has held it in 20 quarters since.
  • 930 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.