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Phoenix Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Phoenix Wealth Advisors’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
Q1 		$3.63M Sell
14,847
-391
-3% -$78.9K 1.43% 20
2025
Q4 		$2.48M Sell
15,238
-203
-1% -$37.9K 0.95% 28
2025
Q3 		$2.98M Sell
15,441
-404
-3% -$71K 1.14% 21
2025
Q2 		$2.63M Sell
15,845
-1,291
-8% -$194K 1.1% 25
2025
Q1 		$2.5M Sell
17,136
-176
-1% -$26K 1.09% 31
2024
Q4 		$2.42M Sell
17,312
-407
-2% -$62.1K 1.05% 33
2024
Q3 		$2.89M Sell
17,719
-605
-3% -$102K 1.34% 22
2024
Q2 		$3.18M Sell
18,324
-1,062
-5% -$198K 1.6% 19
2024
Q1 		$3.91M Sell
19,386
-452
-2% -$77.3K 2.38% 10
2023
Q4 		$3.02M Sell
19,838
-296
-1% -$44K 2.11% 16
2023
Q3 		$3.05M Buy
20,134
+306
+2% +$42.7K 1.79% 13
2023
Q2 		$2.31M Sell
19,828
-122
-0.6% -$14.2K 1.35% 23
2023
Q1 		$2.69M Buy
19,950
+6,645
+50% +$831K 1.66% 17
2022
Q4 		$1.55M Buy
13,305
+32
+0.2% +$3.65K 0.93% 28
2022
Q3 		$1.32M Buy
+13,273
New +$1.24M 1.32% 30
2021
Q4 		– Sell
-800
Closed -$49K – 270
2021
Q3 		$49K Hold
800
– – 0.04% 195
2021
Q2 		$47K Hold
800
– – 0.03% 193
2021
Q1 		$45K Hold
800
– – 0.04% 198
2020
Q4 		$33K Buy
+800
New +$28.7K 0.03% 216

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Phoenix Wealth Advisors's MPC Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Marathon Petroleum (MPC) stake by 2.6% in Q1 2026, selling an estimated $78.9K and leaving 14,847 shares worth $3.63M. The position accounts for 1.43% of the portfolio, ranked #20.

Phoenix Wealth Advisors first reported a position in MPC in Q4 2020 and has held it in 19 quarters since. The position peaked at $3.91M in Q1 2024. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Phoenix Wealth Advisors held 14,847 shares of Marathon Petroleum worth $3.63M as of Q1 2026.
  • Phoenix Wealth Advisors sold 391 Marathon Petroleum shares in Q1 2026, an estimated $78.9K.
  • Marathon Petroleum made up 1.43% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Phoenix Wealth Advisors first reported a position in Marathon Petroleum in Q4 2020 and has held it in 19 quarters since.
  • Phoenix Wealth Advisors's Marathon Petroleum position peaked at $3.91M in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.