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Principia Wealth Advisory’s Marathon Petroleum MPC Stock Holding History

Principia Wealth Advisory’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
2025
Q4 		$2.28K Buy
14
+1
+8% +$187 ﹤0.01% 425
2025
Q3 		$2.51K Hold
13
– – ﹤0.01% 390
2025
Q2 		$2.16K Buy
13
+9
+225% +$1.35K ﹤0.01% 366
2025
Q1 		$526 Buy
4
+1
+33% +$148 ﹤0.01% 556
2024
Q4 		$419 Buy
+3
New +$458 ﹤0.01% 594

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Principia Wealth Advisory's MPC Position: Q4 2025 in Review

Principia Wealth Advisory increased its Marathon Petroleum (MPC) stake by 7.7% in Q4 2025, buying an estimated $187 and bringing the position to 14 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Principia Wealth Advisory first reported a position in MPC in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.51K in Q3 2025. 1,678 funds tracked by Wall St. Rank hold MPC as of Q4 2025.

  • Principia Wealth Advisory held 14 shares of Marathon Petroleum worth $2.28K as of Q4 2025.
  • Principia Wealth Advisory bought 1 Marathon Petroleum share in Q4 2025, an estimated $187.
  • Marathon Petroleum made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #425 holding.
  • Principia Wealth Advisory first reported a position in Marathon Petroleum in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Marathon Petroleum position peaked at $2.51K in Q3 2025.
  • 1,678 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.