SageView Advisory Group’s Marathon Petroleum MPC Stock Holding History

SageView Advisory 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
2025 Q4	$1.21M	Buy	7,426 +88	+1%	+$16.4K	0.04%	228
2025 Q3	$1.41M	Buy	7,338 +182	+3%	+$32K	0.05%	221
2025 Q2	$1.25M	Buy	7,156 +5,450	+319%	+$817K	0.05%	212
2025 Q1	$249K	Sell	1,706 -376	-18%	-$55.6K	0.01%	522
2024 Q4	$290K	Buy	2,082 +689	+49%	+$105K	0.01%	470
2024 Q3	$227K	Sell	1,393 -364	-21%	-$61.5K	0.01%	468
2024 Q2	$305K	Buy	+1,757	New	+$327K	0.01%	426
2024 Q1	–	Sell	-6,141	Closed	-$1.04M	–	676
2023 Q4	$1.04M	Buy	6,141 +511	+9%	+$75.9K	0.04%	244
2023 Q3	$852K	Sell	5,630 -1,437	-20%	-$200K	0.05%	236
2023 Q2	$824K	Buy	7,067 +288	+4%	+$33.5K	0.05%	260
2023 Q1	$914K	Buy	+6,779	New	+$848K	0.06%	218

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

SageView Advisory Group's MPC Position: Q4 2025 in Review

SageView Advisory Group increased its Marathon Petroleum (MPC) stake by 1.2% in Q4 2025, buying an estimated $16.4K and bringing the position to 7,426 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #228.

SageView Advisory Group first reported a position in MPC in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q3 2025. 1,676 funds tracked by Wall St. Rank hold MPC as of Q4 2025.

SageView Advisory Group held 7,426 shares of Marathon Petroleum worth $1.21M as of Q4 2025.
SageView Advisory Group bought 88 Marathon Petroleum shares in Q4 2025, an estimated $16.4K.
Marathon Petroleum made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #228 holding.
SageView Advisory Group first reported a position in Marathon Petroleum in Q1 2023 and has held it in 11 quarters since.
SageView Advisory Group's Marathon Petroleum position peaked at $1.41M in Q3 2025.
1,676 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.