Wills Financial Group
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Wills Financial Group’s Marathon Petroleum MPC Stock Holding History

Wills 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
2026
Q3 		$5.22M Sell
13,190
-514
-4% -$178K 1.83% 18
2026
Q2 		$3.5M Sell
13,704
-17
-0.1% -$4.17K 1.28% 26
2026
Q1 		$3.42M Sell
13,721
-223
-2% -$45K 1.29% 26
2025
Q4 		$2.27M Buy
13,944
+1,992
+17% +$372K 0.87% 34
2025
Q3 		$2.3M Buy
11,952
+369
+3% +$64.9K 0.94% 32
2025
Q2 		$1.92M Buy
11,583
+308
+3% +$46.2K 0.84% 33
2025
Q1 		$1.64M Buy
+11,275
New +$1.67M 0.73% 34

Other funds holding MPC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wills Financial Group's MPC Position: Q3 2026 in Review

Wills Financial Group reduced its Marathon Petroleum (MPC) stake by 3.8% in Q3 2026, selling an estimated $178K and leaving 13,190 shares worth $5.22M. The position accounts for 1.83% of the portfolio, ranked #18.

Wills Financial Group first reported a position in MPC in Q1 2025 and has held it in 7 quarters since. 1,742 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Wills Financial Group held 13,190 shares of Marathon Petroleum worth $5.22M as of Q3 2026.
  • Wills Financial Group sold 514 Marathon Petroleum shares in Q3 2026, an estimated $178K.
  • Marathon Petroleum made up 1.83% of Wills Financial Group's portfolio in Q3 2026, its #18 holding.
  • Wills Financial Group first reported a position in Marathon Petroleum in Q1 2025 and has held it in 7 quarters since.
  • 1,742 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Wills Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.