Welch & Forbes’s Marathon Petroleum MPC Stock Holding History

Welch & Forbes’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	$2.83M	Sell	11,052 -1,123	-9%	-$276K	0.03%	162
2026 Q1	$2.97M	Hold	12,175	–	–	0.04%	160
2025 Q4	$1.98M	Hold	12,175	–	–	0.02%	184
2025 Q3	$2.35M	Hold	12,175	–	–	0.03%	173
2025 Q2	$2.02M	Hold	12,175	–	–	0.03%	179
2025 Q1	$1.77M	Sell	12,175 -103	-0.8%	-$15.2K	0.02%	189
2024 Q4	$1.71M	Buy	12,278 +430	+4%	+$65.6K	0.02%	195
2024 Q3	$1.93M	Buy	11,848 +88	+0.7%	+$14.9K	0.02%	192
2024 Q2	$1.92M	Hold	11,760	–	–	0.03%	185
2024 Q1	$2.37M	Hold	11,760	–	–	0.03%	181
2023 Q4	$1.74M	Hold	11,760	–	–	0.03%	192
2023 Q3	$1.78M	Sell	11,760 -190	-2%	-$26.5K	0.03%	188
2023 Q2	$1.39M	Buy	11,950 +190	+2%	+$22.1K	0.02%	200
2023 Q1	$1.59M	Hold	11,760	–	–	0.03%	188
2022 Q4	$1.37M	Hold	11,760	–	–	0.02%	190
2022 Q3	$1.17M	Buy	11,760 +1,060	+10%	+$99.2K	0.02%	201
2022 Q2	$880K	Hold	10,700	–	–	0.02%	239
2022 Q1	$915K	Hold	10,700	–	–	0.01%	238
2021 Q4	$685K	Hold	10,700	–	–	0.01%	264
2021 Q3	$661K	Sell	10,700 -400	-4%	-$23K	0.01%	262
2021 Q2	$671K	Hold	11,100	–	–	0.01%	264
2021 Q1	$594K	Hold	11,100	–	–	0.01%	260
2020 Q4	$459K	Hold	11,100	–	–	0.01%	280
2020 Q3	$326K	Hold	11,100	–	–	0.01%	296
2020 Q2	$415K	Hold	11,100	–	–	0.01%	258
2020 Q1	$262K	Sell	11,100 -2,200	-17%	-$101K	0.01%	294
2019 Q4	$801K	Hold	13,300	–	–	0.02%	221
2019 Q3	$808K	Hold	13,300	–	–	0.02%	217
2019 Q2	$743K	Sell	13,300 -2,937	-18%	-$161K	0.02%	225
2019 Q1	$972K	Sell	16,237 -988	-6%	-$62.2K	0.02%	208
2018 Q4	$1.02M	Sell	17,225 -537	-3%	-$36.6K	0.03%	195
2018 Q3	$1.42M	Sell	17,762 -200	-1%	-$15.8K	0.03%	185
2018 Q2	$1.26M	Sell	17,962 -200	-1%	-$15.3K	0.03%	186
2018 Q1	$1.33M	Sell	18,162 -241	-1%	-$16.6K	0.03%	186
2017 Q4	$1.21M	Sell	18,403 -134	-0.7%	-$8.2K	0.03%	182
2017 Q3	$1.04M	Sell	18,537 -7,600	-29%	-$408K	0.03%	194
2017 Q2	$1.37M	Sell	26,137 -21	-0.1%	-$1.08K	0.04%	177
2017 Q1	$1.32M	Buy	26,158 +21	+0.1%	+$1.04K	0.04%	178
2016 Q4	$1.32M	Sell	26,137 -537	-2%	-$24.4K	0.04%	181
2016 Q3	$1.08M	Hold	26,674	–	–	0.04%	163
2016 Q2	$1.01M	Sell	26,674 -1,000	-4%	-$36.7K	0.03%	190
2016 Q1	$1.03M	Sell	27,674 -500	-2%	-$19K	0.03%	191
2015 Q4	$1.46M	Sell	28,174 -200	-0.7%	-$10.5K	0.05%	173
2015 Q3	$1.31M	Hold	28,374	–	–	0.04%	187
2015 Q2	$1.48M	Hold	28,374	–	–	0.05%	184
2015 Q1	$1.45M	Hold	28,374	–	–	0.04%	188
2014 Q4	$1.28M	Sell	28,374 -40	-0.1%	-$1.76K	0.04%	199
2014 Q3	$1.2M	Hold	28,414	–	–	0.04%	205
2014 Q2	$1.11M	Buy	28,414 +600	+2%	+$26.5K	0.04%	194
2014 Q1	$1.21M	Hold	27,814	–	–	0.04%	197
2013 Q4	$1.28M	Hold	27,814	–	–	0.04%	186
2013 Q3	$894K	Hold	27,814	–	–	0.03%	205
2013 Q2	$988K	Buy	+27,814	New	+$1.11M	0.04%	187

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

Welch & Forbes's MPC Position: Q2 2026 in Review

Welch & Forbes reduced its Marathon Petroleum (MPC) stake by 9.2% in Q2 2026, selling an estimated $276K and leaving 11,052 shares worth $2.83M. The position accounts for 0.03% of the portfolio, ranked #162.

Welch & Forbes first reported a position in MPC in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.97M in Q1 2026. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Welch & Forbes held 11,052 shares of Marathon Petroleum worth $2.83M as of Q2 2026.
Welch & Forbes sold 1,123 Marathon Petroleum shares in Q2 2026, an estimated $276K.
Marathon Petroleum made up 0.03% of Welch & Forbes's portfolio in Q2 2026, its #162 holding.
Welch & Forbes first reported a position in Marathon Petroleum in Q2 2013 and has held it in 53 quarters since.
Welch & Forbes's Marathon Petroleum position peaked at $2.97M in Q1 2026.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.