Winch Advisory Services’s Marathon Petroleum MPC Stock Holding History

Winch Advisory Services’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	$142K	Buy	555 +1	+0.2%	+$246	0.03%	126
2026 Q1	$135K	Buy	554 +1	+0.2%	+$202	0.03%	119
2025 Q4	$90K	Buy	553 +1	+0.2%	+$187	0.02%	138
2025 Q3	$106K	Buy	552 +2	+0.4%	+$352	0.02%	128
2025 Q2	$91.4K	Buy	550 +1	+0.2%	+$150	0.02%	130
2025 Q1	$80K	Buy	549 +2	+0.4%	+$296	0.02%	132
2024 Q4	$76.3K	Buy	547 +2	+0.4%	+$305	0.02%	132
2024 Q3	$88.9K	Buy	545 +267	+96%	+$45.1K	0.02%	123
2024 Q2	$48.3K	Hold	278	–	–	0.01%	150
2024 Q1	$56.1K	Hold	278	–	–	0.02%	143
2023 Q4	$41.3K	Hold	278	–	–	0.01%	156
2023 Q3	$42K	Hold	278	–	–	0.02%	149
2023 Q2	$32K	Hold	278	–	–	0.01%	160
2023 Q1	$38K	Hold	278	–	–	0.01%	140
2022 Q4	$32K	Hold	278	–	–	0.01%	149
2022 Q3	$28K	Hold	278	–	–	0.01%	145
2022 Q2	$23K	Sell	278 -45	-14%	-$4.21K	0.01%	168
2022 Q1	$28K	Hold	323	–	–	0.01%	182
2021 Q4	$21K	Hold	323	–	–	0.01%	201
2021 Q3	$20K	Hold	323	–	–	0.01%	207
2021 Q2	$20K	Buy	323 +2	+0.6%	+$117	0.01%	197
2021 Q1	$17K	Buy	321 +4	+1%	+$202	0.01%	202
2020 Q4	$13K	Buy	317 +4	+1%	+$144	0.01%	202
2020 Q3	$9K	Buy	313 +5	+2%	+$176	﹤0.01%	219
2020 Q2	$11K	Buy	308 +5	+2%	+$161	0.01%	185
2020 Q1	$7K	Buy	303 +6	+2%	+$276	﹤0.01%	199
2019 Q4	$18K	Buy	297 +2	+0.7%	+$125	0.01%	170
2019 Q3	$18K	Buy	295 +3	+1%	+$158	0.01%	147
2019 Q2	$16K	Buy	292 +3	+1%	+$164	0.01%	169
2019 Q1	$17K	Buy	289 +3	+1%	+$189	0.01%	160
2018 Q4	$17K	Buy	286 +2	+0.7%	+$136	0.01%	142
2018 Q3	$23K	Buy	284 +2	+0.7%	+$158	0.01%	129
2018 Q2	$20K	Buy	282 +1	+0.4%	+$76	0.01%	146
2018 Q1	$21K	Buy	281 +2	+0.7%	+$138	0.01%	149
2017 Q4	$18K	Buy	279 +2	+0.7%	+$122	0.01%	152
2017 Q3	$16K	Buy	277 +2	+0.7%	+$107	0.01%	145
2017 Q2	$14K	Buy	275 +2	+0.7%	+$103	0.01%	172
2017 Q1	$14K	Buy	273 +2	+0.7%	+$100	0.01%	161
2016 Q4	$14K	Buy	271 +2	+0.7%	+$91	0.01%	138
2016 Q3	$11K	Buy	269 +2	+0.7%	+$81	0.01%	149
2016 Q2	$10K	Buy	267 +2	+0.8%	+$73	0.01%	150
2016 Q1	$10K	Buy	265 +3	+1%	+$114	0.02%	124
2015 Q4	$14K	Buy	262 +1	+0.4%	+$52	0.02%	110
2015 Q3	$12K	Buy	261 +2	+0.8%	+$103	0.02%	111
2015 Q2	$14K	Buy	259 +1	+0.4%	+$51	0.01%	158
2015 Q1	$13K	Buy	+258	New	+$12.4K	0.01%	131
2014 Q4	–	Sell	-256	Closed	-$11K	–	129
2014 Q3	$11K	Sell	256 -258	-50%	-$10.9K	0.01%	127
2014 Q2	$20K	Buy	514 +2	+0.4%	+$88	0.01%	130
2014 Q1	$22K	Buy	+512	New	+$22.4K	0.01%	133

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

Winch Advisory Services's MPC Position: Q2 2026 in Review

Winch Advisory Services increased its Marathon Petroleum (MPC) stake by 0.18% in Q2 2026, buying an estimated $246 and bringing the position to 555 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #126.

Winch Advisory Services first reported a position in MPC in Q1 2014 and has held it in 49 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Winch Advisory Services held 555 shares of Marathon Petroleum worth $142K as of Q2 2026.
Winch Advisory Services bought 1 Marathon Petroleum share in Q2 2026, an estimated $246.
Marathon Petroleum made up 0.03% of Winch Advisory Services's portfolio in Q2 2026, its #126 holding.
Winch Advisory Services first reported a position in Marathon Petroleum in Q1 2014 and has held it in 49 quarters since.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.