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Western Wealth Management’s Marathon Petroleum MPC Stock Holding History

Western 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 		$589K Sell
2,302
-125
-5% -$30.7K 0.02% 629
2026
Q1 		$593K Sell
2,427
-13
-0.5% -$2.63K 0.02% 594
2025
Q4 		$397K Sell
2,440
-2
-0.1% -$374 0.02% 581
2025
Q3 		$471K Sell
2,442
-289
-11% -$50.8K 0.02% 458
2025
Q2 		$454K Buy
2,731
+538
+25% +$80.6K 0.03% 437
2025
Q1 		$319K Sell
2,193
-90
-4% -$13.3K 0.02% 515
2024
Q4 		$319K Buy
2,283
+69
+3% +$10.5K 0.02% 590
2024
Q3 		$361K Sell
2,214
-20
-0.9% -$3.38K 0.02% 547
2024
Q2 		$388K Sell
2,234
-9
-0.4% -$1.67K 0.03% 427
2024
Q1 		$452K Buy
2,243
+198
+10% +$33.9K 0.04% 389
2023
Q4 		$303K Buy
2,045
+11
+0.5% +$1.63K 0.02% 548
2023
Q3 		$308K Hold
2,034
– – 0.03% 504
2023
Q2 		$237K Sell
2,034
-18
-0.9% -$2.09K 0.02% 568
2023
Q1 		$277K Buy
2,052
+52
+3% +$6.51K 0.03% 517
2022
Q4 		$233K Sell
2,000
-519
-21% -$59.1K 0.02% 533
2022
Q3 		$249K Buy
+2,519
New +$236K 0.01% 682

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Western Wealth Management's MPC Position: Q2 2026 in Review

Western Wealth Management reduced its Marathon Petroleum (MPC) stake by 5.2% in Q2 2026, selling an estimated $30.7K and leaving 2,302 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #629.

Western Wealth Management first reported a position in MPC in Q3 2022 and has held it in 16 quarters since. The position peaked at $593K in Q1 2026. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Western Wealth Management held 2,302 shares of Marathon Petroleum worth $589K as of Q2 2026.
  • Western Wealth Management sold 125 Marathon Petroleum shares in Q2 2026, an estimated $30.7K.
  • Marathon Petroleum made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #629 holding.
  • Western Wealth Management first reported a position in Marathon Petroleum in Q3 2022 and has held it in 16 quarters since.
  • Western Wealth Management's Marathon Petroleum position peaked at $593K in Q1 2026.
  • 1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.