SWA
MPC icon

Sax Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Sax 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 		$800K Buy
3,276
+100
+3% +$24.6K 0.03% 260
2026
Q1 		$517K Sell
3,176
-56
-2% -$11.3K 0.03% 284
2025
Q4 		$526K Buy
3,232
+357
+12% +$66.7K 0.02% 290
2025
Q3 		$554K Buy
2,875
+79
+3% +$13.9K 0.03% 257
2025
Q2 		$464K Buy
2,796
+181
+7% +$27.1K 0.03% 271
2025
Q1 		$381K Buy
2,615
+124
+5% +$18.3K 0.03% 255
2024
Q4 		$347K Buy
2,491
+28
+1% +$4.27K 0.03% 242
2024
Q3 		$401K Buy
2,463
+9
+0.4% +$1.52K 0.04% 182
2024
Q2 		$426K Buy
2,454
+37
+2% +$6.88K 0.04% 164
2024
Q1 		$487K Sell
2,417
-449
-16% -$76.8K 0.06% 118
2023
Q4 		$425K Buy
2,866
+449
+19% +$66.7K 0.07% 130
2023
Q3 		$366K Hold
2,417
– – 0.07% 132
2023
Q2 		$282K Hold
2,417
– – 0.06% 141
2023
Q1 		$326K Hold
2,417
– – 0.07% 134
2022
Q4 		$281K Hold
2,417
– – 0.07% 137
2022
Q3 		$240K Buy
+2,417
New +$226K 0.06% 143
2022
Q2 		– Sell
-2,417
Closed -$207K – 171
2022
Q1 		$207K Buy
+2,417
New +$184K 0.05% 166
2021
Q4 		– Sell
-3,250
Closed -$201K – 185
2021
Q3 		$201K Buy
+3,250
New +$187K 0.05% 165

Other funds holding MPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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

Sax Wealth Advisors's MPC Position: Q2 2026 in Review

Sax Wealth Advisors increased its Marathon Petroleum (MPC) stake by 3.1% in Q2 2026, buying an estimated $24.6K and bringing the position to 3,276 shares worth $800K. The position accounts for 0.03% of the portfolio, ranked #260.

Sax Wealth Advisors first reported a position in MPC in Q3 2021 and has held it in 18 quarters since. 405 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Sax Wealth Advisors held 3,276 shares of Marathon Petroleum worth $800K as of Q2 2026.
  • Sax Wealth Advisors bought 100 Marathon Petroleum shares in Q2 2026, an estimated $24.6K.
  • Marathon Petroleum made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #260 holding.
  • Sax Wealth Advisors first reported a position in Marathon Petroleum in Q3 2021 and has held it in 18 quarters since.
  • 405 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.