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SOA Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

SOA 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
Q2 		$99.4K Buy
389
+1
+0.3% +$246 0.02% 284
2026
Q1 		$94.7K Buy
388
+2
+0.5% +$404 0.02% 277
2025
Q4 		$62.8K Buy
386
+1
+0.3% +$187 0.01% 333
2025
Q3 		$74.2K Sell
385
-1,646
-81% -$289K 0.01% 320
2025
Q2 		$337K Buy
2,031
+11
+0.5% +$1.65K 0.06% 152
2025
Q1 		$294K Buy
2,020
+13
+0.6% +$1.92K 0.06% 156
2024
Q4 		$280K Buy
2,007
+1,629
+431% +$249K 0.05% 154
2024
Q3 		$61.5K Buy
378
+2
+0.5% +$338 0.01% 292
2024
Q2 		$65.3K Buy
376
+1
+0.3% +$186 0.01% 282
2024
Q1 		$75.5K Buy
375
+1
+0.3% +$171 0.02% 264
2023
Q4 		$55.4K Buy
374
+2
+0.5% +$297 0.01% 284
2023
Q3 		$56.3K Buy
372
+2
+0.5% +$279 0.01% 272
2023
Q2 		$43.2K Buy
370
+1
+0.3% +$116 0.01% 310
2023
Q1 		$49.7K Buy
369
+2
+0.5% +$250 0.01% 283
2022
Q4 		$42.7K Buy
367
+3
+0.8% +$342 0.01% 300
2022
Q3 		$36K Sell
364
-82
-18% -$7.68K 0.01% 300
2022
Q2 		$36K Sell
446
-10
-2% -$935 0.01% 299
2022
Q1 		$39K Buy
456
+2
+0.4% +$152 0.01% 339
2021
Q4 		$28K Buy
454
+2
+0.4% +$129 0.01% 386
2021
Q3 		$27K Buy
452
+3
+0.7% +$173 0.01% 403
2021
Q2 		$27K Buy
449
+5
+1% +$293 0.01% 406
2021
Q1 		$23K Buy
444
+4
+0.9% +$202 0.01% 375
2020
Q4 		$21K Buy
+440
New +$15.8K 0.01% 393

Other funds holding MPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

SOA Wealth Advisors's MPC Position: Q2 2026 in Review

SOA Wealth Advisors increased its Marathon Petroleum (MPC) stake by 0.26% in Q2 2026, buying an estimated $246 and bringing the position to 389 shares worth $99.4K. The position accounts for 0.02% of the portfolio, ranked #284.

SOA Wealth Advisors first reported a position in MPC in Q4 2020 and has held it in 23 quarters since. The position peaked at $337K in Q2 2025. 399 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • SOA Wealth Advisors held 389 shares of Marathon Petroleum worth $99.4K as of Q2 2026.
  • SOA Wealth Advisors bought 1 Marathon Petroleum share in Q2 2026, an estimated $246.
  • Marathon Petroleum made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #284 holding.
  • SOA Wealth Advisors first reported a position in Marathon Petroleum in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Marathon Petroleum position peaked at $337K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.