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Charter Oak Capital Management’s Marathon Petroleum MPC Stock Holding History

Charter Oak Capital Management’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
Q1 		$244K Buy
+1,000
New +$202K 0.02% 181
2022
Q3 		– Sell
-50
Closed -$4K – 592
2022
Q2 		$4K Hold
50
– – ﹤0.01% 746
2022
Q1 		$4K Buy
+50
New +$3.8K ﹤0.01% 803

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charter Oak Capital Management's MPC Position: Q1 2026 in Review

Charter Oak Capital Management opened a new position in Marathon Petroleum (MPC) in Q1 2026: 1,000 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings. This is a return to the name: Charter Oak Capital Management previously reported a position in MPC as recently as Q2 2022.

Charter Oak Capital Management first reported a position in MPC in Q1 2022 and has held it in 3 quarters since. 1,892 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Charter Oak Capital Management held 1,000 shares of Marathon Petroleum worth $244K as of Q1 2026.
  • Marathon Petroleum was a new Charter Oak Capital Management position in Q1 2026.
  • Marathon Petroleum made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #181 holding.
  • Charter Oak Capital Management first reported a position in Marathon Petroleum in Q1 2022 and has held it in 3 quarters since.
  • 1,892 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.