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Regent Peak Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Regent Peak 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 		$221K Sell
864
-36
-4% -$8.84K 0.04% 199
2026
Q1 		$220K Buy
+900
New +$182K 0.04% 187
2021
Q1 		– Sell
-486
Closed -$20K – 657
2020
Q4 		$20K Buy
+486
New +$17.4K 0.01% 456

Other funds holding MPC

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Regent Peak Wealth Advisors's MPC Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Marathon Petroleum (MPC) stake by 4% in Q2 2026, selling an estimated $8.84K and leaving 864 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #199.

Regent Peak Wealth Advisors first reported a position in MPC in Q4 2020 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Regent Peak Wealth Advisors held 864 shares of Marathon Petroleum worth $221K as of Q2 2026.
  • Regent Peak Wealth Advisors sold 36 Marathon Petroleum shares in Q2 2026, an estimated $8.84K.
  • Marathon Petroleum made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • Regent Peak Wealth Advisors first reported a position in Marathon Petroleum in Q4 2020 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.