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Cherry Tree Wealth Management’s Marathon Petroleum MPC Stock Holding History

Cherry Tree Wealth 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 		$1.47K Hold
6
– – ﹤0.01% 527
2025
Q4 		$976 Hold
6
– – ﹤0.01% 541
2025
Q3 		$1.16K Hold
6
– – ﹤0.01% 537
2025
Q2 		$997 Hold
6
– – ﹤0.01% 554
2025
Q1 		$875 Hold
6
– – ﹤0.01% 690
2024
Q4 		$837 Hold
6
– – ﹤0.01% 589
2024
Q3 		$978 Hold
6
– – ﹤0.01% 566
2024
Q2 		$1.04K Hold
6
– – ﹤0.01% 542
2024
Q1 		$1.21K Hold
6
– – ﹤0.01% 535
2023
Q4 		$891 Hold
6
– – ﹤0.01% 547
2023
Q3 		$909 Hold
6
– – ﹤0.01% 532
2023
Q2 		$700 Buy
+6
New +$698 ﹤0.01% 553

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

Cherry Tree Wealth Management's MPC Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Marathon Petroleum (MPC) position steady in Q1 2026 at 6 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Cherry Tree Wealth Management first reported a position in MPC in Q2 2023 and has held it in 12 quarters since. 1,892 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Cherry Tree Wealth Management held 6 shares of Marathon Petroleum worth $1.47K as of Q1 2026.
  • Cherry Tree Wealth Management left its Marathon Petroleum share count unchanged in Q1 2026.
  • Marathon Petroleum made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #527 holding.
  • Cherry Tree Wealth Management first reported a position in Marathon Petroleum in Q2 2023 and has held it in 12 quarters since.
  • 1,892 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.