SIMA Wealth Partners’s Marathon Petroleum MPC Stock Holding History

SIMA Wealth Partners’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	–	Sell	-10	Closed	-$1.93K	–	150
2025 Q3	$1.93K	Buy	+10	New	+$1.76K	﹤0.01%	153

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

SIMA Wealth Partners's MPC Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Marathon Petroleum (MPC) in Q4 2025, closing a stake of 10 shares — an estimated $1.93K sold.

SIMA Wealth Partners first reported a position in MPC in Q3 2025 and held it in 1 quarter. The position peaked at $1.93K in Q3 2025. 1,676 funds tracked by Wall St. Rank hold MPC as of Q4 2025.

SIMA Wealth Partners reported no remaining Marathon Petroleum position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 10 Marathon Petroleum shares in Q4 2025, an estimated $1.93K.
SIMA Wealth Partners first reported a position in Marathon Petroleum in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's Marathon Petroleum position peaked at $1.93K in Q3 2025.
1,676 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.