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Physician Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Physician 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 		$74.9K Buy
293
+21
+8% +$5.16K 0.01% 360
2026
Q1 		$66.4K Buy
272
+35
+15% +$7.07K 0.01% 345
2025
Q4 		$38.5K Sell
237
-2
-0.8% -$374 0.01% 434
2025
Q3 		$46.1K Hold
239
– – 0.01% 389
2025
Q2 		$39.7K Buy
239
+44
+23% +$6.6K 0.01% 380
2025
Q1 		$28.4K Sell
195
-6
-3% -$888 ﹤0.01% 429
2024
Q4 		$28K Buy
+201
New +$30.7K ﹤0.01% 445

Other funds holding MPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

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

Physician Wealth Advisors increased its Marathon Petroleum (MPC) stake by 7.7% in Q2 2026, buying an estimated $5.16K and bringing the position to 293 shares worth $74.9K. The position accounts for 0.01% of the portfolio, ranked #360.

Physician Wealth Advisors first reported a position in MPC in Q4 2024 and has held it in 7 quarters since. 406 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Physician Wealth Advisors held 293 shares of Marathon Petroleum worth $74.9K as of Q2 2026.
  • Physician Wealth Advisors bought 21 Marathon Petroleum shares in Q2 2026, an estimated $5.16K.
  • Marathon Petroleum made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #360 holding.
  • Physician Wealth Advisors first reported a position in Marathon Petroleum in Q4 2024 and has held it in 7 quarters since.
  • 406 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.