Commonwealth Financial Services’s Marathon Petroleum MPC Stock Holding History

Commonwealth Financial Services’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 Q3	$543K	Sell	1,374 -91	-6%	-$31.5K	0.1%	111
2026 Q2	$375K	Sell	1,465 -204	-12%	-$50.1K	0.05%	183
2026 Q1	$408K	Sell	1,669 -3	-0.2%	-$606	0.06%	138
2025 Q4	$272K	Hold	1,672	–	–	0.04%	180
2025 Q3	$322K	Buy	+1,672	New	+$294K	0.06%	159
2017 Q1	$2K	Hold	50	–	–	﹤0.01%	256
2016 Q4	$2K	Hold	50	–	–	﹤0.01%	234
2016 Q3	$2K	Hold	50	–	–	﹤0.01%	227
2016 Q2	$2K	Hold	50	–	–	﹤0.01%	232
2016 Q1	$2K	Hold	50	–	–	﹤0.01%	214
2015 Q4	$3K	Hold	50	–	–	0.01%	208
2015 Q3	$2K	Hold	50	–	–	﹤0.01%	215
2015 Q2	$3K	Hold	50	–	–	﹤0.01%	220
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	226
2014 Q4	$2K	Buy	+50	New	+$2.2K	﹤0.01%	219

Other funds holding MPC

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Commonwealth Financial Services's MPC Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Marathon Petroleum (MPC) stake by 6.2% in Q3 2026, selling an estimated $31.5K and leaving 1,374 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #111.

Commonwealth Financial Services first reported a position in MPC in Q4 2014 and has held it in 15 quarters since. 446 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

Commonwealth Financial Services held 1,374 shares of Marathon Petroleum worth $543K as of Q3 2026.
Commonwealth Financial Services sold 91 Marathon Petroleum shares in Q3 2026, an estimated $31.5K.
Marathon Petroleum made up 0.1% of Commonwealth Financial Services's portfolio in Q3 2026, its #111 holding.
Commonwealth Financial Services first reported a position in Marathon Petroleum in Q4 2014 and has held it in 15 quarters since.
446 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.