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Smith Salley Wealth Management’s Marathon Petroleum MPC Stock Holding History

Smith Salley 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 		$744K Buy
2,909
+385
+15% +$94.5K 0.03% 176
2026
Q1 		$616K Buy
2,524
+68
+3% +$13.7K 0.03% 180
2025
Q4 		$399K Buy
2,456
+46
+2% +$8.6K 0.02% 203
2025
Q3 		$465K Buy
2,410
+30
+1% +$5.28K 0.02% 187
2025
Q2 		$395K Hold
2,380
– – 0.02% 193
2025
Q1 		$347K Sell
2,380
-84
-3% -$12.4K 0.02% 196
2024
Q4 		$344K Sell
2,464
-95
-4% -$14.5K 0.02% 196
2024
Q3 		$417K Sell
2,559
-849
-25% -$143K 0.03% 186
2024
Q2 		$591K Buy
3,408
+710
+26% +$132K 0.04% 159
2024
Q1 		$544K Buy
+2,698
New +$461K 0.04% 161
2015
Q3 		– Sell
-7,570
Closed -$396K – 162
2015
Q2 		$396K Hold
7,570
– – 0.1% 122
2015
Q1 		$388K Buy
+7,570
New +$364K 0.1% 126

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

Smith Salley Wealth Management's MPC Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Marathon Petroleum (MPC) stake by 15% in Q2 2026, buying an estimated $94.5K and bringing the position to 2,909 shares worth $744K. The position accounts for 0.03% of the portfolio, ranked #176.

Smith Salley Wealth Management first reported a position in MPC in Q1 2015 and has held it in 12 quarters since. 575 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Smith Salley Wealth Management held 2,909 shares of Marathon Petroleum worth $744K as of Q2 2026.
  • Smith Salley Wealth Management bought 385 Marathon Petroleum shares in Q2 2026, an estimated $94.5K.
  • Marathon Petroleum made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Smith Salley Wealth Management first reported a position in Marathon Petroleum in Q1 2015 and has held it in 12 quarters since.
  • 575 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

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