Sound View Wealth Advisors Group’s Marathon Petroleum MPC Stock Holding History

Sound View Wealth Advisors Group’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 Q1	$317K	Sell	1,298 -3	-0.2%	-$606	0.02%	336
2025 Q4	$212K	Buy	1,301 +10	+0.8%	+$1.87K	0.01%	398
2025 Q3	$249K	Sell	1,291 -2	-0.2%	-$352	0.02%	382
2025 Q2	$215K	Buy	+1,293	New	+$194K	0.02%	396
2024 Q2	–	Sell	-1,383	Closed	-$279K	–	368
2024 Q1	$279K	Sell	1,383 -123	-8%	-$21K	0.03%	315
2023 Q4	$223K	Sell	1,506 -7	-0.5%	-$1.04K	0.02%	356
2023 Q3	$229K	Buy	+1,513	New	+$211K	0.03%	331
2023 Q2	–	Sell	-1,817	Closed	-$245K	–	370
2023 Q1	$245K	Buy	1,817 +311	+21%	+$38.9K	0.03%	315
2022 Q4	$223K	Buy	+1,506	New	+$172K	0.02%	356

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound View Wealth Advisors Group's MPC Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Marathon Petroleum (MPC) stake by 0.23% in Q1 2026, selling an estimated $606 and leaving 1,298 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #336.

Sound View Wealth Advisors Group first reported a position in MPC in Q4 2022 and has held it in 9 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

Sound View Wealth Advisors Group held 1,298 shares of Marathon Petroleum worth $317K as of Q1 2026.
Sound View Wealth Advisors Group sold 3 Marathon Petroleum shares in Q1 2026, an estimated $606.
Marathon Petroleum made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #336 holding.
Sound View Wealth Advisors Group first reported a position in Marathon Petroleum in Q4 2022 and has held it in 9 quarters since.
1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.