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Sendero Wealth Management’s Marathon Petroleum MPC Stock Holding History

Sendero 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 		$1.09M Sell
4,274
-26,633
-86% -$6.54M 0.11% 118
2026
Q1 		$7.55M Sell
30,907
-1,154
-4% -$233K 0.83% 21
2025
Q4 		$5.21M Sell
32,061
-1,948
-6% -$364K 0.58% 35
2025
Q3 		$6.55M Sell
34,009
-1,530
-4% -$269K 0.77% 26
2025
Q2 		$5.9M Buy
+35,539
New +$5.33M 0.74% 28

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Sendero Wealth Management reduced its Marathon Petroleum (MPC) stake by 86% in Q2 2026, selling an estimated $6.54M and leaving 4,274 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #118.

Sendero Wealth Management first reported a position in MPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.55M in Q1 2026. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Sendero Wealth Management held 4,274 shares of Marathon Petroleum worth $1.09M as of Q2 2026.
  • Sendero Wealth Management sold 26,633 Marathon Petroleum shares in Q2 2026, an estimated $6.54M.
  • Marathon Petroleum made up 0.11% of Sendero Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Sendero Wealth Management first reported a position in Marathon Petroleum in Q2 2025 and has held it in 5 quarters since.
  • Sendero Wealth Management's Marathon Petroleum position peaked at $7.55M in Q1 2026.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.