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Waldron Private Wealth’s Marathon Petroleum MPC Stock Holding History

Waldron Private Wealth’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 		$264K Sell
1,032
-108
-9% -$26.5K 0.01% 308
2026
Q1 		$278K Buy
+1,140
New +$230K 0.01% 284
2025
Q4 		– Sell
-1,053
Closed -$203K – 333
2025
Q3 		$203K Buy
+1,053
New +$185K 0.01% 303
2025
Q1 		– Sell
-4,183
Closed -$584K – 376
2024
Q4 		$584K Buy
4,183
+95
+2% +$14.5K 0.02% 236
2024
Q3 		$666K Sell
4,088
-127
-3% -$21.5K 0.03% 216
2024
Q2 		$731K Sell
4,215
-63
-1% -$11.7K 0.03% 183
2024
Q1 		$862K Sell
4,278
-1,910
-31% -$327K 0.04% 180
2023
Q4 		$918K Buy
6,188
+2,909
+89% +$432K 0.04% 159
2023
Q3 		$496K Buy
3,279
+67
+2% +$9.34K 0.03% 231
2023
Q2 		$375K Sell
3,212
-379
-11% -$44.1K 0.02% 263
2023
Q1 		$484K Buy
3,591
+394
+12% +$49.3K 0.02% 259
2022
Q4 		$317K Hold
3,197
– – 0.02% 297
2022
Q3 		$317K Buy
3,197
+33
+1% +$3.09K 0.02% 297
2022
Q2 		$260K Sell
3,164
-67
-2% -$6.26K 0.01% 324
2022
Q1 		$276K Buy
+3,231
New +$246K 0.01% 334

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

Waldron Private Wealth's MPC Position: Q2 2026 in Review

Waldron Private Wealth reduced its Marathon Petroleum (MPC) stake by 9.5% in Q2 2026, selling an estimated $26.5K and leaving 1,032 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #308.

Waldron Private Wealth first reported a position in MPC in Q1 2022 and has held it in 15 quarters since. The position peaked at $918K in Q4 2023. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Waldron Private Wealth held 1,032 shares of Marathon Petroleum worth $264K as of Q2 2026.
  • Waldron Private Wealth sold 108 Marathon Petroleum shares in Q2 2026, an estimated $26.5K.
  • Marathon Petroleum made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #308 holding.
  • Waldron Private Wealth first reported a position in Marathon Petroleum in Q1 2022 and has held it in 15 quarters since.
  • Waldron Private Wealth's Marathon Petroleum position peaked at $918K in Q4 2023.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

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