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Brewster Financial Planning’s Marathon Petroleum MPC Stock Holding History

Brewster Financial Planning’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 		$470K Sell
1,837
-90
-5% -$22.1K 0.26% 19
2026
Q1 		$471K Hold
1,927
– – 0.28% 18
2025
Q4 		$313K Hold
1,927
– – 0.19% 23
2025
Q3 		$371K Hold
1,927
– – 0.23% 20
2025
Q2 		$320K Hold
1,927
– – 0.22% 20
2025
Q1 		$281K Hold
1,927
– – 0.21% 22
2024
Q4 		$269K Buy
+1,927
New +$294K 0.2% 21

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

Brewster Financial Planning's MPC Position: Q2 2026 in Review

Brewster Financial Planning reduced its Marathon Petroleum (MPC) stake by 4.7% in Q2 2026, selling an estimated $22.1K and leaving 1,837 shares worth $470K. The position accounts for 0.26% of the portfolio, ranked #19.

Brewster Financial Planning first reported a position in MPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $471K in Q1 2026. 1,938 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Brewster Financial Planning held 1,837 shares of Marathon Petroleum worth $470K as of Q2 2026.
  • Brewster Financial Planning sold 90 Marathon Petroleum shares in Q2 2026, an estimated $22.1K.
  • Marathon Petroleum made up 0.26% of Brewster Financial Planning's portfolio in Q2 2026, its #19 holding.
  • Brewster Financial Planning first reported a position in Marathon Petroleum in Q4 2024 and has held it in 7 quarters since.
  • Brewster Financial Planning's Marathon Petroleum position peaked at $471K in Q1 2026.
  • 1,938 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.