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Beacon Financial Strategies’s Marathon Petroleum MPC Stock Holding History

Beacon Financial Strategies’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 		$33.2K Hold
130
– – 0.02% 125
2026
Q1 		$31.7K Hold
130
– – 0.02% 95
2025
Q4 		$21.1K Buy
+130
New +$24.3K 0.01% 114

Other funds holding MPC

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Beacon Financial Strategies's MPC Position: Q2 2026 in Review

Beacon Financial Strategies held its Marathon Petroleum (MPC) position steady in Q2 2026 at 130 shares worth $33.2K. The position accounts for 0.02% of the portfolio, ranked #125.

Beacon Financial Strategies first reported a position in MPC in Q4 2025 and has held it in 3 quarters since. 270 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Beacon Financial Strategies held 130 shares of Marathon Petroleum worth $33.2K as of Q2 2026.
  • Beacon Financial Strategies left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #125 holding.
  • Beacon Financial Strategies first reported a position in Marathon Petroleum in Q4 2025 and has held it in 3 quarters since.
  • 270 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.