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Waverly Advisors’s Marathon Petroleum MPC Stock Holding History

Waverly 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 		$6.14M Buy
25,154
+2,239
+10% +$452K 0.05% 359
2025
Q4 		$3.73M Buy
22,915
+1,714
+8% +$320K 0.03% 439
2025
Q3 		$4.09M Buy
21,201
+153
+0.7% +$26.9K 0.04% 353
2025
Q2 		$3.5M Buy
21,048
+192
+0.9% +$28.8K 0.04% 378
2025
Q1 		$3.04M Buy
20,856
+821
+4% +$121K 0.04% 393
2024
Q4 		$2.79M Buy
20,035
+15,723
+365% +$2.4M 0.04% 321
2024
Q3 		$702K Buy
4,312
+1,003
+30% +$170K 0.01% 513
2024
Q2 		$574K Buy
3,309
+42
+1% +$7.81K 0.01% 547
2024
Q1 		$658K Sell
3,267
-414
-11% -$70.8K 0.02% 428
2023
Q4 		$546K Buy
3,681
+1,956
+113% +$290K 0.02% 286
2023
Q3 		$261K Buy
+1,725
New +$240K 0.01% 345
2018
Q4 		– Sell
-11,532
Closed -$922K – 176
2018
Q3 		$922K Hold
11,532
– – 0.14% 87
2018
Q2 		$809K Hold
11,532
– – 0.13% 92
2018
Q1 		$843K Sell
11,532
-791
-6% -$54.5K 0.14% 90
2017
Q4 		$813K Hold
12,323
– – 0.12% 118
2017
Q3 		$691K Sell
12,323
-30
-0.2% -$1.61K 0.15% 118
2017
Q2 		$646K Buy
12,353
+40
+0.3% +$2.07K 0.16% 115
2017
Q1 		$622K Buy
+12,313
New +$613K 0.16% 116
2015
Q4 		– Sell
-1,258
Closed -$58K – 294
2015
Q3 		$58K Buy
1,258
+628
+100% +$32.3K 0.04% 115
2015
Q2 		$33K Buy
+630
New +$32.1K 0.02% 176
2014
Q1 		– Sell
-502
Closed -$23K – 788
2013
Q4 		$23K Hold
502
– – 0.01% 438
2013
Q3 		$16K Buy
+502
New +$17.7K 0.01% 387

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waverly Advisors's MPC Position: Q1 2026 in Review

Waverly Advisors increased its Marathon Petroleum (MPC) stake by 9.8% in Q1 2026, buying an estimated $452K and bringing the position to 25,154 shares worth $6.14M. The position accounts for 0.05% of the portfolio, ranked #359.

Waverly Advisors first reported a position in MPC in Q3 2013 and has held it in 22 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Waverly Advisors held 25,154 shares of Marathon Petroleum worth $6.14M as of Q1 2026.
  • Waverly Advisors bought 2,239 Marathon Petroleum shares in Q1 2026, an estimated $452K.
  • Marathon Petroleum made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #359 holding.
  • Waverly Advisors first reported a position in Marathon Petroleum in Q3 2013 and has held it in 22 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.