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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
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% -$9.77K 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 		$3.77M Buy
+62,307
New +$3.65M 3.16% 13

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

Refined Wealth Management's MPC Position: Q2 2026 in Review

Refined Wealth Management reduced its Marathon Petroleum (MPC) stake by 3.1% in Q2 2026, selling an estimated $188K and leaving 24,224 shares worth $6.19M. The position accounts for 3.74% of the portfolio, ranked #12.

Refined Wealth Management first reported a position in MPC in Q2 2021 and has held it in 14 quarters since. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Refined Wealth Management held 24,224 shares of Marathon Petroleum worth $6.19M as of Q2 2026.
  • Refined Wealth Management sold 767 Marathon Petroleum shares in Q2 2026, an estimated $188K.
  • Marathon Petroleum made up 3.74% of Refined Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Refined Wealth Management first reported a position in Marathon Petroleum in Q2 2021 and has held it in 14 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.