Wealth Architects’s Marathon Petroleum MPC Stock Holding History

Wealth Architects’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	$316K	Sell	1,293 -17	-1%	-$3.43K	0.03%	175
2025 Q4	$213K	Sell	1,310 -368	-22%	-$68.8K	0.02%	225
2025 Q3	$323K	Sell	1,678 -32	-2%	-$5.63K	0.03%	172
2025 Q2	$284K	Sell	1,710 -2	-0.1%	-$300	0.03%	177
2025 Q1	$249K	Buy	1,712 +16	+0.9%	+$2.37K	0.03%	192
2024 Q4	$237K	Sell	1,696 -93	-5%	-$14.2K	0.03%	190
2024 Q3	$291K	Sell	1,789 -5	-0.3%	-$845	0.03%	168
2024 Q2	$311K	Sell	1,794 -8	-0.4%	-$1.49K	0.04%	158
2024 Q1	$363K	Sell	1,802 -103	-5%	-$17.6K	0.05%	145
2023 Q4	$283K	Sell	1,905 -46	-2%	-$6.83K	0.04%	159
2023 Q3	$295K	Hold	1,951	–	–	0.05%	144
2023 Q2	$227K	Sell	1,951 -51	-3%	-$5.93K	0.04%	168
2023 Q1	$270K	Sell	2,002 -39	-2%	-$4.88K	0.05%	147
2022 Q4	$238K	Sell	2,041 -96	-4%	-$10.9K	0.04%	151
2022 Q3	$212K	Buy	+2,137	New	+$200K	0.04%	156

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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