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Summit Wealth Group (Colorado)’s Marathon Petroleum MPC Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-4,179
Closed -$632K – 480
2025
Q3 		$632K Buy
+4,179
New +$735K 0.07% 233

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MPC Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Marathon Petroleum (MPC) in Q4 2025, closing a stake of 4,179 shares — an estimated $632K sold.

Summit Wealth Group (Colorado) first reported a position in MPC in Q3 2025 and held it in 1 quarter. The position peaked at $632K in Q3 2025. 1,678 funds tracked by Wall St. Rank hold MPC as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Marathon Petroleum position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 4,179 Marathon Petroleum shares in Q4 2025, an estimated $632K.
  • Summit Wealth Group (Colorado) first reported a position in Marathon Petroleum in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Marathon Petroleum position peaked at $632K in Q3 2025.
  • 1,678 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.