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James T. Borello RIA’s Marathon Petroleum MPC Stock Holding History

James T. Borello RIA’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 		$39.5K Hold
100
– – 0.01% 281
2026
Q2 		$25.6K Buy
100
+11
+12% +$2.7K 0.01% 355
2026
Q1 		$21.7K Buy
89
+22
+33% +$4.44K 0.01% 354
2025
Q4 		$10.9K Buy
67
+33
+97% +$6.17K ﹤0.01% 393
2025
Q3 		$6.55K Buy
+34
New +$5.98K ﹤0.01% 387

Other funds holding MPC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

James T. Borello RIA's MPC Position: Q3 2026 in Review

James T. Borello RIA held its Marathon Petroleum (MPC) position steady in Q3 2026 at 100 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #281.

James T. Borello RIA first reported a position in MPC in Q3 2025 and has held it in 5 quarters since. 337 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • James T. Borello RIA held 100 shares of Marathon Petroleum worth $39.5K as of Q3 2026.
  • James T. Borello RIA left its Marathon Petroleum share count unchanged in Q3 2026.
  • Marathon Petroleum made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #281 holding.
  • James T. Borello RIA first reported a position in Marathon Petroleum in Q3 2025 and has held it in 5 quarters since.
  • 337 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.