Werba Rubin Papier Wealth Management’s Marathon Petroleum MPC Stock Holding History

Werba Rubin Papier Wealth 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	$403K	Sell	1,576 -104	-6%	-$25.5K	0.05%	174
2026 Q1	$410K	Buy	1,680 +76	+5%	+$15.3K	0.06%	157
2025 Q4	$261K	Buy	1,604 +16	+1%	+$2.99K	0.07%	182
2025 Q3	$306K	Buy	1,588 +11	+0.7%	+$1.93K	0.05%	169
2025 Q2	$262K	Buy	1,577 +64	+4%	+$9.59K	0.05%	173
2025 Q1	$220K	Buy	1,513 +16	+1%	+$2.37K	0.05%	170
2024 Q4	$209K	Sell	1,497 -21	-1%	-$3.21K	0.05%	175
2024 Q3	$247K	Buy	1,518 +21	+1%	+$3.55K	0.06%	147
2024 Q2	$260K	Sell	1,497 -52	-3%	-$9.67K	0.07%	129
2024 Q1	$312K	Sell	1,549 -1	-0.1%	-$171	0.09%	106
2023 Q4	$230K	Buy	1,550 +1	+0.1%	+$149	0.08%	101
2023 Q3	$234K	Buy	+1,549	New	+$216K	0.08%	101
2023 Q2	–	Sell	-1,655	Closed	-$223K	–	127
2023 Q1	$223K	Buy	+1,655	New	+$207K	0.09%	91

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

Werba Rubin Papier Wealth Management's MPC Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Marathon Petroleum (MPC) stake by 6.2% in Q2 2026, selling an estimated $25.5K and leaving 1,576 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #174.

Werba Rubin Papier Wealth Management first reported a position in MPC in Q1 2023 and has held it in 13 quarters since. The position peaked at $410K in Q1 2026. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Werba Rubin Papier Wealth Management held 1,576 shares of Marathon Petroleum worth $403K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 104 Marathon Petroleum shares in Q2 2026, an estimated $25.5K.
Marathon Petroleum made up 0.05% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #174 holding.
Werba Rubin Papier Wealth Management first reported a position in Marathon Petroleum in Q1 2023 and has held it in 13 quarters since.
Werba Rubin Papier Wealth Management's Marathon Petroleum position peaked at $410K in Q1 2026.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.