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Westwood Wealth Management’s Marathon Petroleum MPC Stock Holding History

Westwood 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
Q1 		– Sell
-1,460
Closed -$237K – 87
2025
Q4 		$237K Buy
+1,460
New +$273K 0.18% 93

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westwood Wealth Management's MPC Position: Q1 2026 in Review

Westwood Wealth Management sold out of Marathon Petroleum (MPC) in Q1 2026, closing a stake of 1,460 shares — an estimated $237K sold.

Westwood Wealth Management first reported a position in MPC in Q4 2025 and held it in 1 quarter. The position peaked at $237K in Q4 2025. 1,885 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Westwood Wealth Management reported no remaining Marathon Petroleum position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 1,460 Marathon Petroleum shares in Q1 2026, an estimated $237K.
  • Westwood Wealth Management first reported a position in Marathon Petroleum in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Marathon Petroleum position peaked at $237K in Q4 2025.
  • 1,885 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.