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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
Q2 		$3.67M Sell
14,355
-492
-3% -$121K 1.24% 21
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Phoenix Wealth Advisors's MPC Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Marathon Petroleum (MPC) stake by 3.3% in Q2 2026, selling an estimated $121K and leaving 14,355 shares worth $3.67M. The position accounts for 1.24% of the portfolio, ranked #21.

Phoenix Wealth Advisors first reported a position in MPC in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.91M in Q1 2024. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Phoenix Wealth Advisors held 14,355 shares of Marathon Petroleum worth $3.67M as of Q2 2026.
  • Phoenix Wealth Advisors sold 492 Marathon Petroleum shares in Q2 2026, an estimated $121K.
  • Marathon Petroleum made up 1.24% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Phoenix Wealth Advisors first reported a position in Marathon Petroleum in Q4 2020 and has held it in 20 quarters since.
  • Phoenix Wealth Advisors's Marathon Petroleum position peaked at $3.91M in Q1 2024.
  • 1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.