Smith Salley Wealth Management
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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
Q3 		$1.16M Buy
2,930
+21
+0.7% +$7.26K 0.05% 149
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Smith Salley Wealth Management's MPC Position: Q3 2026 in Review

Smith Salley Wealth Management increased its Marathon Petroleum (MPC) stake by 0.72% in Q3 2026, buying an estimated $7.26K and bringing the position to 2,930 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #149.

Smith Salley Wealth Management first reported a position in MPC in Q1 2015 and has held it in 13 quarters since. 1,448 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Smith Salley Wealth Management held 2,930 shares of Marathon Petroleum worth $1.16M as of Q3 2026.
  • Smith Salley Wealth Management bought 21 Marathon Petroleum shares in Q3 2026, an estimated $7.26K.
  • Marathon Petroleum made up 0.05% of Smith Salley Wealth Management's portfolio in Q3 2026, its #149 holding.
  • Smith Salley Wealth Management first reported a position in Marathon Petroleum in Q1 2015 and has held it in 13 quarters since.
  • 1,448 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.