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Venturi Wealth Management’s Marathon Petroleum MPC Stock Holding History

Venturi 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
Q2 		– Sell
-906
Closed -$221K – 666
2026
Q1 		$221K Sell
906
-669
-42% -$135K 0.01% 546
2025
Q4 		$256K Sell
1,575
-864
-35% -$162K 0.01% 491
2025
Q3 		$470K Sell
2,439
-37
-1% -$6.51K 0.02% 347
2025
Q2 		$411K Buy
2,476
+132
+6% +$19.8K 0.02% 358
2025
Q1 		$341K Buy
2,344
+161
+7% +$23.8K 0.02% 414
2024
Q4 		$305K Sell
2,183
-402
-16% -$61.4K 0.02% 450
2024
Q3 		$421K Sell
2,585
-4,639
-64% -$784K 0.02% 327
2024
Q2 		$1.25M Sell
7,224
-868
-11% -$161K 0.07% 155
2024
Q1 		$1.63M Buy
8,092
+5,693
+237% +$974K 0.1% 114
2023
Q4 		$356K Buy
2,399
+140
+6% +$20.8K 0.03% 293
2023
Q3 		$342K Sell
2,259
-2,289
-50% -$319K 0.03% 277
2023
Q2 		$530K Buy
4,548
+3,409
+299% +$396K 0.04% 212
2023
Q1 		$154K Buy
+1,139
New +$143K 0.01% 355
2022
Q3 		– Sell
-13,953
Closed -$1.15M – 333
2022
Q2 		$1.15M Buy
13,953
+313
+2% +$29.3K 0.1% 118
2022
Q1 		$1.17M Sell
13,640
-932
-6% -$70.9K 0.09% 130
2021
Q4 		$932K Sell
14,572
-817
-5% -$52.5K 0.07% 180
2021
Q3 		$951K Sell
15,389
-1,037
-6% -$59.6K 0.08% 163
2021
Q2 		$992K Buy
16,426
+926
+6% +$54.3K 0.09% 153
2021
Q1 		$829K Sell
15,500
-675
-4% -$34.1K 0.08% 172
2020
Q4 		$669K Buy
+16,175
New +$581K 0.07% 199

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Venturi Wealth Management's MPC Position: Q2 2026 in Review

Venturi Wealth Management sold out of Marathon Petroleum (MPC) in Q2 2026, closing a stake of 906 shares — an estimated $221K sold.

Venturi Wealth Management first reported a position in MPC in Q4 2020 and held it in 20 quarters. The position peaked at $1.63M in Q1 2024. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Venturi Wealth Management reported no remaining Marathon Petroleum position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 906 Marathon Petroleum shares in Q2 2026, an estimated $221K.
  • Venturi Wealth Management first reported a position in Marathon Petroleum in Q4 2020 and held it in 20 quarters.
  • Venturi Wealth Management's Marathon Petroleum position peaked at $1.63M in Q1 2024.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.