Wells Trecaso Financial Group’s Marathon Petroleum MPC Stock Holding History

Wells Trecaso Financial 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
2025 Q3	$360K	Hold	1,870	–	–	0.17%	65
2025 Q2	$311K	Sell	1,870 -100	-5%	-$15K	0.1%	77
2025 Q1	$287K	Hold	1,970	–	–	0.1%	79
2024 Q4	$275K	Hold	1,970	–	–	0.09%	82
2024 Q3	$321K	Hold	1,970	–	–	0.11%	79
2024 Q2	$342K	Hold	1,970	–	–	0.12%	72
2024 Q1	$397K	Hold	1,970	–	–	0.14%	69
2023 Q4	$292K	Hold	1,970	–	–	0.12%	73
2023 Q3	$298K	Hold	1,970	–	–	0.13%	70
2023 Q2	$230K	Hold	1,970	–	–	0.1%	79
2023 Q1	$266K	Hold	1,970	–	–	0.12%	76
2022 Q4	$229K	Sell	1,970 -75	-4%	-$8.55K	0.11%	73
2022 Q3	$203K	Buy	+2,045	New	+$191K	0.11%	75

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Trecaso Financial Group's MPC Position: Q3 2025 in Review

Wells Trecaso Financial Group held its Marathon Petroleum (MPC) position steady in Q3 2025 at 1,870 shares worth $360K. The position accounts for 0.17% of the portfolio, ranked #65.

Wells Trecaso Financial Group first reported a position in MPC in Q3 2022 and has held it in 13 quarters since. The position peaked at $397K in Q1 2024. 1,658 funds tracked by Wall St. Rank hold MPC as of Q3 2025.

Wells Trecaso Financial Group held 1,870 shares of Marathon Petroleum worth $360K as of Q3 2025.
Wells Trecaso Financial Group left its Marathon Petroleum share count unchanged in Q3 2025.
Marathon Petroleum made up 0.17% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #65 holding.
Wells Trecaso Financial Group first reported a position in Marathon Petroleum in Q3 2022 and has held it in 13 quarters since.
Wells Trecaso Financial Group's Marathon Petroleum position peaked at $397K in Q1 2024.
1,658 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.