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SFMG Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

SFMG 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
Q1 		$448K Sell
1,836
-42
-2% -$8.48K 0.03% 199
2025
Q4 		$305K Sell
1,878
-47
-2% -$8.79K 0.02% 236
2025
Q3 		$371K Sell
1,925
-2
-0.1% -$352 0.03% 206
2025
Q2 		$320K Buy
1,927
+9
+0.5% +$1.35K 0.02% 200
2025
Q1 		$279K Buy
1,918
+130
+7% +$19.2K 0.02% 210
2024
Q4 		$249K Sell
1,788
-1,165
-39% -$178K 0.02% 223
2024
Q3 		$481K Sell
2,953
-268
-8% -$45.3K 0.04% 146
2024
Q2 		$559K Sell
3,221
-218
-6% -$40.5K 0.05% 126
2024
Q1 		$693K Sell
3,439
-134
-4% -$22.9K 0.06% 114
2023
Q4 		$530K Buy
3,573
+148
+4% +$22K 0.05% 133
2023
Q3 		$518K Buy
3,425
+425
+14% +$59.2K 0.05% 124
2023
Q2 		$350K Sell
3,000
-232
-7% -$27K 0.04% 159
2023
Q1 		$436K Sell
3,232
-142
-4% -$17.8K 0.05% 142
2022
Q4 		$393K Buy
3,374
+169
+5% +$19.3K 0.04% 157
2022
Q3 		$336K Sell
3,205
-55
-2% -$5.15K 0.04% 161
2022
Q2 		$268K Buy
3,260
+712
+28% +$66.6K 0.03% 194
2022
Q1 		$218K Sell
2,548
-1,202
-32% -$91.4K 0.02% 259
2021
Q4 		$240K Buy
3,750
+375
+11% +$24.1K 0.02% 240
2021
Q3 		$209K Buy
+3,375
New +$194K 0.02% 234
2020
Q1 		– Sell
-3,440
Closed -$207K – 165
2019
Q4 		$207K Sell
3,440
-120
-3% -$7.51K 0.03% 155
2019
Q3 		$216K Sell
3,560
-1,030
-22% -$54.3K 0.03% 141
2019
Q2 		$261K Buy
4,590
+664
+17% +$36.3K 0.04% 126
2019
Q1 		$235K Buy
3,926
+61
+2% +$3.84K 0.03% 128
2018
Q4 		$228K Sell
3,865
-1,751
-31% -$119K 0.04% 120
2018
Q3 		$390K Buy
5,616
+2,612
+87% +$207K 0.06% 88
2018
Q2 		$211K Buy
+3,004
New +$229K 0.03% 141

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SFMG Wealth Advisors's MPC Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Marathon Petroleum (MPC) stake by 2.2% in Q1 2026, selling an estimated $8.48K and leaving 1,836 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #199.

SFMG Wealth Advisors first reported a position in MPC in Q2 2018 and has held it in 26 quarters since. The position peaked at $693K in Q1 2024. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • SFMG Wealth Advisors held 1,836 shares of Marathon Petroleum worth $448K as of Q1 2026.
  • SFMG Wealth Advisors sold 42 Marathon Petroleum shares in Q1 2026, an estimated $8.48K.
  • Marathon Petroleum made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #199 holding.
  • SFMG Wealth Advisors first reported a position in Marathon Petroleum in Q2 2018 and has held it in 26 quarters since.
  • SFMG Wealth Advisors's Marathon Petroleum position peaked at $693K in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.