CFFP
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Center for Financial Planning’s Marathon Petroleum MPC Stock Holding History

Center for 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 		$1.2M Sell
4,683
-290
-6% -$71.2K 0.11% 64
2026
Q1 		$1.21M Sell
4,973
-48
-1% -$9.69K 0.13% 59
2025
Q4 		$817K Buy
5,021
+651
+15% +$122K 0.09% 77
2025
Q3 		$842K Buy
4,370
+256
+6% +$45K 0.09% 75
2025
Q2 		$683K Buy
4,114
+135
+3% +$20.2K 0.08% 85
2025
Q1 		$580K Sell
3,979
-89
-2% -$13.2K 0.07% 90
2024
Q4 		$568K Hold
4,068
– – 0.08% 89
2024
Q3 		$663K Sell
4,068
-10
-0.2% -$1.69K 0.09% 78
2024
Q2 		$708K Buy
4,078
+134
+3% +$24.9K 0.1% 67
2024
Q1 		$795K Sell
3,944
-14
-0.4% -$2.39K 0.12% 64
2023
Q4 		$587K Sell
3,958
-28
-0.7% -$4.16K 0.11% 72
2023
Q3 		$603K Buy
3,986
+14
+0.4% +$1.95K 0.13% 67
2023
Q2 		$463K Buy
3,972
+102
+3% +$11.9K 0.1% 82
2023
Q1 		$522K Buy
3,870
+26
+0.7% +$3.25K 0.12% 76
2022
Q4 		$447K Buy
3,844
+205
+6% +$23.4K 0.11% 79
2022
Q3 		$362K Sell
3,639
-100
-3% -$9.36K 0.1% 86
2022
Q2 		$307K Buy
3,739
+92
+3% +$8.6K 0.08% 101
2022
Q1 		$312K Buy
3,647
+132
+4% +$10K 0.06% 106
2021
Q4 		$225K Buy
3,515
+220
+7% +$14.1K 0.05% 124
2021
Q3 		$204K Buy
3,295
+169
+5% +$9.72K 0.05% 120
2021
Q2 		$189K Hold
3,126
– – 0.05% 134
2021
Q1 		$167K Buy
3,126
+518
+20% +$26.2K 0.04% 136
2020
Q4 		$108K Buy
2,608
+260
+11% +$9.33K 0.03% 147
2020
Q3 		$69K Buy
2,348
+421
+22% +$14.8K 0.02% 166
2020
Q2 		$72K Sell
1,927
-113
-6% -$3.63K 0.03% 164
2020
Q1 		$48K Sell
2,040
-94
-4% -$4.33K 0.02% 176
2019
Q4 		$129K Buy
+2,134
New +$134K 0.03% 122

Other funds holding MPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 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

Center for Financial Planning's MPC Position: Q2 2026 in Review

Center for Financial Planning reduced its Marathon Petroleum (MPC) stake by 5.8% in Q2 2026, selling an estimated $71.2K and leaving 4,683 shares worth $1.2M. The position accounts for 0.11% of the portfolio, ranked #64.

Center for Financial Planning first reported a position in MPC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.21M in Q1 2026. 565 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Center for Financial Planning held 4,683 shares of Marathon Petroleum worth $1.2M as of Q2 2026.
  • Center for Financial Planning sold 290 Marathon Petroleum shares in Q2 2026, an estimated $71.2K.
  • Marathon Petroleum made up 0.11% of Center for Financial Planning's portfolio in Q2 2026, its #64 holding.
  • Center for Financial Planning first reported a position in Marathon Petroleum in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Marathon Petroleum position peaked at $1.21M in Q1 2026.
  • 565 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.