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Berger Financial Group’s Marathon Petroleum MPC Stock Holding History

Berger 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
Q2 		$237K Sell
928
-129
-12% -$31.7K 0.01% 427
2026
Q1 		$258K Buy
+1,057
New +$213K 0.01% 396
2024
Q2 		– Sell
-1,002
Closed -$202K – 372
2024
Q1 		$202K Buy
+1,002
New +$171K 0.02% 354

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Berger Financial Group's MPC Position: Q2 2026 in Review

Berger Financial Group reduced its Marathon Petroleum (MPC) stake by 12% in Q2 2026, selling an estimated $31.7K and leaving 928 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #427.

Berger Financial Group first reported a position in MPC in Q1 2024 and has held it in 3 quarters since. The position peaked at $258K in Q1 2026. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Berger Financial Group held 928 shares of Marathon Petroleum worth $237K as of Q2 2026.
  • Berger Financial Group sold 129 Marathon Petroleum shares in Q2 2026, an estimated $31.7K.
  • Marathon Petroleum made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #427 holding.
  • Berger Financial Group first reported a position in Marathon Petroleum in Q1 2024 and has held it in 3 quarters since.
  • Berger Financial Group's Marathon Petroleum position peaked at $258K in Q1 2026.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.