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
2026 Q2	$4.09K	Buy	16 +2	+14%	+$491	﹤0.01%	404
2026 Q1	$3.42K	Hold	14	–	–	﹤0.01%	378
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principia Wealth Advisory's MPC Position: Q2 2026 in Review

Principia Wealth Advisory increased its Marathon Petroleum (MPC) stake by 14% in Q2 2026, buying an estimated $491 and bringing the position to 16 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Principia Wealth Advisory first reported a position in MPC in Q4 2024 and has held it in 7 quarters since. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Principia Wealth Advisory held 16 shares of Marathon Petroleum worth $4.09K as of Q2 2026.
Principia Wealth Advisory bought 2 Marathon Petroleum shares in Q2 2026, an estimated $491.
Marathon Petroleum made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #404 holding.
Principia Wealth Advisory first reported a position in Marathon Petroleum in Q4 2024 and has held it in 7 quarters since.
1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.