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Sage Private Wealth Group’s Marathon Petroleum MPC Stock Holding History

Sage Private Wealth Group’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 		$756K Buy
2,959
+19
+0.6% +$4.67K 0.34% 34
2026
Q1 		$718K Sell
2,940
-352
-11% -$71.1K 0.36% 33
2025
Q4 		$535K Sell
3,292
-10
-0.3% -$1.87K 0.29% 49
2025
Q3 		$636K Sell
3,302
-275
-8% -$48.4K 0.35% 37
2025
Q2 		$594K Buy
3,577
+8
+0.2% +$1.2K 0.38% 32
2025
Q1 		$520K Sell
3,569
-544
-13% -$80.5K 0.39% 32
2024
Q4 		$574K Sell
4,113
-145
-3% -$22.1K 0.43% 28
2024
Q3 		$694K Buy
4,258
+311
+8% +$52.6K 0.55% 19
2024
Q2 		$685K Buy
3,947
+391
+11% +$72.7K 0.58% 17
2024
Q1 		$717K Buy
3,556
+796
+29% +$136K 0.57% 18
2023
Q4 		$410K Sell
2,760
-383
-12% -$56.9K 0.37% 35
2023
Q3 		$476K Buy
3,143
+45
+1% +$6.27K 0.66% 14
2023
Q2 		$361K Buy
3,098
+2
+0.1% +$233 0.49% 24
2023
Q1 		$417K Buy
3,096
+228
+8% +$28.5K 0.48% 17
2022
Q4 		$334K Sell
2,868
-64
-2% -$7.29K 0.4% 28
2022
Q3 		$291K Sell
2,932
-2,108
-42% -$197K 0.38% 35
2022
Q2 		$414K Buy
5,040
+533
+12% +$49.8K 0.6% 14
2022
Q1 		$385K Buy
4,507
+151
+3% +$11.5K 0.37% 26
2021
Q4 		$278K Buy
4,356
+124
+3% +$7.97K 0.35% 35
2021
Q3 		$262K Buy
4,232
+89
+2% +$5.12K 0.36% 31
2021
Q2 		$250K Buy
4,143
+2
+0% +$117 0.34% 33
2021
Q1 		$221K Sell
4,141
-151
-4% -$7.63K 0.38% 35
2020
Q4 		$177K Buy
+4,292
New +$154K 0.49% 41

Other funds holding MPC

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sage Private Wealth Group's MPC Position: Q2 2026 in Review

Sage Private Wealth Group increased its Marathon Petroleum (MPC) stake by 0.65% in Q2 2026, buying an estimated $4.67K and bringing the position to 2,959 shares worth $756K. The position accounts for 0.34% of the portfolio, ranked #34.

Sage Private Wealth Group first reported a position in MPC in Q4 2020 and has held it in 23 quarters since. 1,395 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Sage Private Wealth Group held 2,959 shares of Marathon Petroleum worth $756K as of Q2 2026.
  • Sage Private Wealth Group bought 19 Marathon Petroleum shares in Q2 2026, an estimated $4.67K.
  • Marathon Petroleum made up 0.34% of Sage Private Wealth Group's portfolio in Q2 2026, its #34 holding.
  • Sage Private Wealth Group first reported a position in Marathon Petroleum in Q4 2020 and has held it in 23 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.