Wallace Advisory Group’s Marathon Petroleum MPC Stock Holding History

Wallace Advisory 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 Q2	$233K	Sell	911 -39	-4%	-$9.57K	0.22%	119
2026 Q1	$232K	Buy	+950	New	+$192K	0.25%	110
2025 Q4	–	Sell	-1,871	Closed	-$311K	–	153
2025 Q3	$311K	Sell	1,871 -387	-17%	-$68.1K	0.25%	122
2025 Q2	$329K	Buy	2,258 +75	+3%	+$11.2K	0.24%	123
2025 Q1	$305K	Sell	2,183 -23	-1%	-$3.4K	0.21%	140
2024 Q4	$359K	Buy	2,206 +490	+29%	+$74.8K	0.25%	111
2024 Q3	$298K	Sell	1,716 -57	-3%	-$9.63K	0.22%	127
2024 Q2	$308K	Sell	1,773 -850	-32%	-$158K	0.22%	122
2024 Q1	$389K	Buy	2,623 +167	+7%	+$28.6K	0.29%	96
2023 Q4	$372K	Sell	2,456 -293	-11%	-$43.5K	0.29%	89
2023 Q3	$321K	Sell	2,749 -105	-4%	-$14.6K	0.23%	113
2023 Q2	$385K	Hold	2,854	–	–	0.29%	96
2023 Q1	$385K	Sell	2,854 -1,331	-32%	-$167K	0.29%	96
2022 Q4	$487K	Buy	+4,185	New	+$477K	0.38%	66

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wallace Advisory Group's MPC Position: Q2 2026 in Review

Wallace Advisory Group reduced its Marathon Petroleum (MPC) stake by 4.1% in Q2 2026, selling an estimated $9.57K and leaving 911 shares worth $233K. The position accounts for 0.22% of the portfolio, ranked #119.

Wallace Advisory Group first reported a position in MPC in Q4 2022 and has held it in 14 quarters since. The position peaked at $487K in Q4 2022. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Wallace Advisory Group held 911 shares of Marathon Petroleum worth $233K as of Q2 2026.
Wallace Advisory Group sold 39 Marathon Petroleum shares in Q2 2026, an estimated $9.57K.
Marathon Petroleum made up 0.22% of Wallace Advisory Group's portfolio in Q2 2026, its #119 holding.
Wallace Advisory Group first reported a position in Marathon Petroleum in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Marathon Petroleum position peaked at $487K in Q4 2022.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.