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Smallwood Wealth Investment Management’s Marathon Petroleum MPC Stock Holding History

Smallwood Wealth Investment 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 		$21.2K Hold
83
– – 0.01% 271
2026
Q1 		$20.3K Hold
83
– – 0.01% 258
2025
Q4 		$13.5K Hold
83
– – 0.01% 286
2025
Q3 		$16K Sell
83
-3
-3% -$528 0.01% 281
2025
Q2 		$14.3K Buy
86
+3
+4% +$450 0.01% 283
2025
Q1 		$12.1K Buy
+83
New +$12.3K 0.01% 294

Other funds holding MPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 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

Smallwood Wealth Investment Management's MPC Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Marathon Petroleum (MPC) position steady in Q2 2026 at 83 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #271.

Smallwood Wealth Investment Management first reported a position in MPC in Q1 2025 and has held it in 6 quarters since. 575 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Smallwood Wealth Investment Management held 83 shares of Marathon Petroleum worth $21.2K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #271 holding.
  • Smallwood Wealth Investment Management first reported a position in Marathon Petroleum in Q1 2025 and has held it in 6 quarters since.
  • 575 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.