Avantax Planning Partners’s Marathon Petroleum MPC Stock Holding History

Avantax Planning Partners’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	$968K	Buy	3,788 +5	+0.1%	+$1.23K	0.02%	201
2026 Q1	$924K	Buy	3,783 +78	+2%	+$15.8K	0.03%	205
2025 Q4	$603K	Buy	3,705 +6	+0.2%	+$1.12K	0.02%	241
2025 Q3	$713K	Buy	3,699 +2	+0.1%	+$352	0.02%	228
2025 Q2	$614K	Sell	3,697 -5	-0.1%	-$750	0.02%	238
2025 Q1	$539K	Buy	3,702 +7	+0.2%	+$1.04K	0.02%	247
2024 Q4	$516K	Buy	3,695 +17	+0.5%	+$2.6K	0.02%	256
2024 Q3	$599K	Sell	3,678 -521	-12%	-$88.1K	0.02%	232
2024 Q2	$728K	Buy	4,199 +332	+9%	+$61.7K	0.02%	233
2024 Q1	$779K	Buy	+3,867	New	+$661K	0.03%	230
2023 Q2	–	Sell	-1,874	Closed	-$253K	–	383
2023 Q1	$253K	Sell	1,874 -63	-3%	-$7.88K	0.01%	324
2022 Q4	$225K	Buy	+1,937	New	+$221K	0.01%	337
2018 Q4	–	Sell	-501	Closed	-$40K	–	852
2018 Q3	$40K	Buy	+501	New	+$39.6K	﹤0.01%	535
2018 Q2	–	Sell	-1,436	Closed	-$106K	–	988
2018 Q1	$106K	Buy	+1,436	New	+$98.9K	0.01%	400

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

Avantax Planning Partners's MPC Position: Q2 2026 in Review

Avantax Planning Partners increased its Marathon Petroleum (MPC) stake by 0.13% in Q2 2026, buying an estimated $1.23K and bringing the position to 3,788 shares worth $968K. The position accounts for 0.02% of the portfolio, ranked #201.

Avantax Planning Partners first reported a position in MPC in Q1 2018 and has held it in 14 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Avantax Planning Partners held 3,788 shares of Marathon Petroleum worth $968K as of Q2 2026.
Avantax Planning Partners bought 5 Marathon Petroleum shares in Q2 2026, an estimated $1.23K.
Marathon Petroleum made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #201 holding.
Avantax Planning Partners first reported a position in Marathon Petroleum in Q1 2018 and has held it in 14 quarters since.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.