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Segment Wealth Management’s Marathon Petroleum MPC Stock Holding History

Segment 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 		$23.3M Buy
91,147
+874
+1% +$215K 1.21% 22
2026
Q1 		$22M Buy
90,273
+85,287
+1,711% +$17.2M 1.29% 20
2025
Q4 		$811K Hold
4,986
– – 0.05% 186
2025
Q3 		$961K Sell
4,986
-46
-0.9% -$8.09K 0.06% 172
2025
Q2 		$836K Sell
5,032
-711
-12% -$107K 0.05% 174
2025
Q1 		$837K Buy
5,743
+135
+2% +$20K 0.06% 166
2024
Q4 		$782K Buy
5,608
+115
+2% +$17.6K 0.05% 166
2024
Q3 		$895K Sell
5,493
-955
-15% -$161K 0.06% 153
2024
Q2 		$1.12M Sell
6,448
-635
-9% -$118K 0.08% 142
2024
Q1 		$1.43M Buy
7,083
+132
+2% +$22.6K 0.11% 121
2023
Q4 		$1.03M Hold
6,951
– – 0.09% 134
2023
Q3 		$1.05M Buy
6,951
+2,235
+47% +$312K 0.11% 116
2023
Q2 		$550K Buy
4,716
+560
+13% +$65.1K 0.06% 147
2023
Q1 		$560K Hold
4,156
– – 0.06% 136
2022
Q4 		$484K Hold
4,156
– – 0.06% 145
2022
Q3 		$413K Sell
4,156
-126,529
-97% -$11.8M 0.05% 152
2022
Q2 		$10.7M Buy
130,685
+5,583
+4% +$522K 1.36% 16
2022
Q1 		$10.7M Sell
125,102
-36,268
-22% -$2.76M 1.1% 28
2021
Q4 		$10.3M Buy
161,370
+526
+0.3% +$33.8K 1.08% 28
2021
Q3 		$9.94M Buy
160,844
+1,413
+0.9% +$81.3K 1.18% 22
2021
Q2 		$9.63M Buy
159,431
+3,202
+2% +$188K 1.14% 25
2021
Q1 		$8.36M Buy
156,229
+2,735
+2% +$138K 1.11% 29
2020
Q4 		$6.35M Buy
+153,494
New +$5.51M 0.92% 43
2020
Q1 		– Sell
-13,896
Closed -$837K – 215
2019
Q4 		$837K Buy
13,896
+1,449
+12% +$90.6K 0.14% 112
2019
Q3 		$756K Sell
12,447
-440
-3% -$23.2K 0.15% 104
2019
Q2 		$720K Sell
12,887
-29,501
-70% -$1.61M 0.15% 107
2019
Q1 		$2.54M Buy
42,388
+4,908
+13% +$309K 0.54% 66
2018
Q4 		$2.21M Sell
37,480
-2,354
-6% -$161K 0.56% 61
2018
Q3 		$3.19M Buy
39,834
+31,113
+357% +$2.46M 0.69% 55
2018
Q2 		$612K Sell
8,721
-90
-1% -$6.87K 0.14% 117
2018
Q1 		$644K Sell
8,811
-55
-0.6% -$3.79K 0.16% 110
2017
Q4 		$585K Buy
8,866
+2,411
+37% +$148K 0.14% 119
2017
Q3 		$362K Buy
6,455
+9
+0.1% +$483 0.1% 140
2017
Q2 		$338K Buy
6,446
+1,326
+26% +$68.5K 0.09% 146
2017
Q1 		$259K Sell
5,120
-490
-9% -$24.4K 0.08% 151
2016
Q4 		$282K Hold
5,610
– – 0.1% 131
2016
Q3 		$228K Sell
5,610
-200
-3% -$8.11K 0.09% 140
2016
Q2 		$221K Sell
5,810
-150
-3% -$5.51K 0.09% 133
2016
Q1 		$222K Hold
5,960
– – 0.08% 134
2015
Q4 		$309K Sell
5,960
-2,200
-27% -$115K 0.12% 112
2015
Q3 		$378K Hold
8,160
– – 0.14% 106
2015
Q2 		$427K Hold
8,160
– – 0.15% 103
2015
Q1 		$418K Hold
8,160
– – 0.14% 110
2014
Q4 		$368K Buy
+8,160
New +$359K 0.14% 103
2014
Q2 		– Sell
-4,704
Closed -$205K – 173
2014
Q1 		$205K Sell
4,704
-300
-6% -$13.1K 0.1% 149
2013
Q4 		$230K Buy
+5,004
New +$193K 0.11% 142
2013
Q3 		– Sell
-8,586
Closed -$305K – 155
2013
Q2 		$305K Buy
+8,586
New +$343K 0.18% 104

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
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

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

Segment Wealth Management increased its Marathon Petroleum (MPC) stake by 0.97% in Q2 2026, buying an estimated $215K and bringing the position to 91,147 shares worth $23.3M. The position accounts for 1.21% of the portfolio, ranked #22.

Segment Wealth Management first reported a position in MPC in Q2 2013 and has held it in 47 quarters since. 399 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Segment Wealth Management held 91,147 shares of Marathon Petroleum worth $23.3M as of Q2 2026.
  • Segment Wealth Management bought 874 Marathon Petroleum shares in Q2 2026, an estimated $215K.
  • Marathon Petroleum made up 1.21% of Segment Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Segment Wealth Management first reported a position in Marathon Petroleum in Q2 2013 and has held it in 47 quarters since.
  • 399 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.