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TruWealth Advisors’s Marathon Petroleum MPC Stock Holding History

TruWealth 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
Q1 		$224K Buy
+917
New +$185K 0.01% 168
2024
Q4 		– Sell
-75,196
Closed -$12.3M – 169
2024
Q3 		$12.3M Buy
75,196
+2,498
+3% +$422K 0.75% 38
2024
Q2 		$12.6M Buy
72,698
+3,305
+5% +$615K 0.84% 34
2024
Q1 		$14M Buy
+69,393
New +$11.9M 0.98% 32

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TruWealth Advisors's MPC Position: Q1 2026 in Review

TruWealth Advisors opened a new position in Marathon Petroleum (MPC) in Q1 2026: 917 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #168 among its holdings. This is a return to the name: TruWealth Advisors previously reported a position in MPC as recently as Q3 2024.

TruWealth Advisors first reported a position in MPC in Q1 2024 and has held it in 4 quarters since. The position peaked at $14M in Q1 2024. 1,892 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • TruWealth Advisors held 917 shares of Marathon Petroleum worth $224K as of Q1 2026.
  • Marathon Petroleum was a new TruWealth Advisors position in Q1 2026.
  • Marathon Petroleum made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #168 holding.
  • TruWealth Advisors first reported a position in Marathon Petroleum in Q1 2024 and has held it in 4 quarters since.
  • TruWealth Advisors's Marathon Petroleum position peaked at $14M in Q1 2024.
  • 1,892 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.