Weatherly Asset Management’s Marathon Petroleum MPC Stock Holding History

Weatherly Asset 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	$296K	Hold	1,157	–	–	0.02%	167
2026 Q1	$283K	Buy	+1,157	New	+$234K	0.02%	165
2025 Q4	–	Sell	-1,283	Closed	-$247K	–	193
2025 Q3	$247K	Sell	1,283 -198	-13%	-$34.8K	0.02%	167
2025 Q2	$246K	Hold	1,481	–	–	0.02%	166
2025 Q1	$216K	Buy	+1,481	New	+$219K	0.02%	172
2024 Q4	–	Sell	-1,335	Closed	-$217K	–	186
2024 Q3	$217K	Sell	1,335 -34	-2%	-$5.75K	0.02%	174
2024 Q2	$237K	Hold	1,369	–	–	0.02%	154
2024 Q1	$276K	Sell	1,369 -175	-11%	-$29.9K	0.03%	156
2023 Q4	$229K	Hold	1,544	–	–	0.02%	167
2023 Q3	$234K	Buy	+1,544	New	+$215K	0.03%	165
2023 Q2	–	Sell	-2,012	Closed	-$271K	–	176
2023 Q1	$271K	Hold	2,012	–	–	0.04%	155
2022 Q4	$234K	Hold	2,012	–	–	0.03%	165
2022 Q3	$200K	Buy	+2,012	New	+$188K	0.03%	174
2019 Q2	–	Sell	-3,360	Closed	-$201K	–	191
2019 Q1	$201K	Buy	+3,360	New	+$211K	0.04%	185
2018 Q4	–	Sell	-2,547	Closed	-$204K	–	186
2018 Q3	$204K	Buy	+2,547	New	+$201K	0.04%	190

Other funds holding MPC

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Weatherly Asset Management's MPC Position: Q2 2026 in Review

Weatherly Asset Management held its Marathon Petroleum (MPC) position steady in Q2 2026 at 1,157 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #167.

Weatherly Asset Management first reported a position in MPC in Q3 2018 and has held it in 15 quarters since. 575 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Weatherly Asset Management held 1,157 shares of Marathon Petroleum worth $296K as of Q2 2026.
Weatherly Asset Management left its Marathon Petroleum share count unchanged in Q2 2026.
Marathon Petroleum made up 0.02% of Weatherly Asset Management's portfolio in Q2 2026, its #167 holding.
Weatherly Asset Management first reported a position in Marathon Petroleum in Q3 2018 and has held it in 15 quarters since.
575 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

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