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Williams Jones Wealth Management’s Marathon Petroleum MPC Stock Holding History

Williams Jones 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 		$2.92M Buy
11,402
+460
+4% +$113K 0.03% 177
2026
Q1 		$2.67M Sell
10,942
-47
-0.4% -$9.49K 0.03% 170
2025
Q4 		$1.79M Hold
10,989
– – 0.02% 202
2025
Q3 		$2.12M Buy
10,989
+650
+6% +$114K 0.02% 185
2025
Q2 		$1.72M Buy
10,339
+416
+4% +$62.4K 0.02% 204
2025
Q1 		$1.45M Sell
9,923
-350
-3% -$51.8K 0.02% 208
2024
Q4 		$1.43M Sell
10,273
-825
-7% -$126K 0.02% 213
2024
Q3 		$1.81M Buy
11,098
+1,000
+10% +$169K 0.02% 205
2024
Q2 		$1.75M Sell
10,098
-4,375
-30% -$814K 0.02% 204
2024
Q1 		$2.92M Sell
14,473
-480
-3% -$82.1K 0.04% 161
2023
Q4 		$2.22M Sell
14,953
-200
-1% -$29.7K 0.03% 186
2023
Q3 		$2.29M Sell
15,153
-963
-6% -$134K 0.04% 181
2023
Q2 		$1.88M Sell
16,116
-11,918
-43% -$1.39M 0.03% 201
2023
Q1 		$3.78M Buy
28,034
+1,749
+7% +$219K 0.06% 150
2022
Q4 		$3.06M Sell
26,285
-5,601
-18% -$638K 0.05% 165
2022
Q3 		$3.17M Sell
31,886
-2,561
-7% -$240K 0.06% 159
2022
Q2 		$2.83M Buy
34,447
+3,417
+11% +$319K 0.05% 178
2022
Q1 		$2.65M Sell
31,030
-701
-2% -$53.3K 0.04% 179
2021
Q4 		$2.03M Buy
31,731
+2,435
+8% +$156K 0.03% 201
2021
Q3 		$1.81M Sell
29,296
-372
-1% -$21.4K 0.03% 202
2021
Q2 		$1.79M Buy
29,668
+10,202
+52% +$598K 0.03% 204
2021
Q1 		$1.04M Buy
19,466
+6,819
+54% +$344K 0.02% 243
2020
Q4 		$523K Buy
+12,647
New +$454K 0.01% 282
2020
Q1 		– Sell
-39,280
Closed -$2.37M – 418
2019
Q4 		$2.37M Sell
39,280
-11,055
-22% -$692K 0.05% 156
2019
Q3 		$3.06M Buy
+50,335
New +$2.65M 0.06% 144

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

Williams Jones Wealth Management's MPC Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Marathon Petroleum (MPC) stake by 4.2% in Q2 2026, buying an estimated $113K and bringing the position to 11,402 shares worth $2.92M. The position accounts for 0.03% of the portfolio, ranked #177.

Williams Jones Wealth Management first reported a position in MPC in Q3 2019 and has held it in 25 quarters since. The position peaked at $3.78M in Q1 2023. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Williams Jones Wealth Management held 11,402 shares of Marathon Petroleum worth $2.92M as of Q2 2026.
  • Williams Jones Wealth Management bought 460 Marathon Petroleum shares in Q2 2026, an estimated $113K.
  • Marathon Petroleum made up 0.03% of Williams Jones Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Williams Jones Wealth Management first reported a position in Marathon Petroleum in Q3 2019 and has held it in 25 quarters since.
  • Williams Jones Wealth Management's Marathon Petroleum position peaked at $3.78M in Q1 2023.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.