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Refined Wealth Management’s Marathon Petroleum MPC Stock Holding History

Refined Wealth Management’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
Q3 		$9.7M Buy
24,415
+191
+0.8% +$66K 5.41% 6
2026
Q2 		$6.19M Sell
24,224
-767
-3% -$188K 3.74% 12
2026
Q1 		$6.1M Buy
+24,991
New +$5.05M 3.85% 11
2024
Q2 		– Sell
-13,544
Closed -$2.73M – 30
2024
Q1 		$2.73M Sell
13,544
-649
-5% -$111K 1.92% 15
2023
Q4 		$2.11M Sell
14,193
-1,021
-7% -$152K 1.64% 16
2023
Q3 		$2.3M Sell
15,214
-4,729
-24% -$659K 2.07% 13
2023
Q2 		$2.33M Sell
19,943
-84
-0.4% -$9.8K 1.92% 14
2023
Q1 		$2.7M Sell
20,027
-2,819
-12% -$353K 2.38% 13
2022
Q4 		$2.66M Sell
22,846
-7,253
-24% -$827K 2.33% 13
2022
Q3 		$2.99M Sell
30,099
-5,684
-16% -$532K 2.7% 14
2022
Q2 		$2.94M Sell
35,783
-11,786
-25% -$1.1M 2.63% 13
2022
Q1 		$4.07M Sell
47,569
-16,753
-26% -$1.27M 3.44% 12
2021
Q4 		$4.12M Sell
64,322
-7,663
-11% -$492K 3.19% 12
2021
Q3 		$4.45M Buy
71,985
+9,678
+16% +$557K 3.6% 12
2021
Q2 		$3.76M Buy
+62,307
New +$3.65M 3.16% 13

Other funds holding MPC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Refined Wealth Management's MPC Position: Q3 2026 in Review

Refined Wealth Management increased its Marathon Petroleum (MPC) stake by 0.79% in Q3 2026, buying an estimated $66K and bringing the position to 24,415 shares worth $9.7M. The position accounts for 5.41% of the portfolio, ranked #6.

Refined Wealth Management first reported a position in MPC in Q2 2021 and has held it in 15 quarters since. 369 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Refined Wealth Management held 24,415 shares of Marathon Petroleum worth $9.7M as of Q3 2026.
  • Refined Wealth Management bought 191 Marathon Petroleum shares in Q3 2026, an estimated $66K.
  • Marathon Petroleum made up 5.41% of Refined Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Refined Wealth Management first reported a position in Marathon Petroleum in Q2 2021 and has held it in 15 quarters since.
  • 369 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Refined Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.