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Compass Wealth Management’s Marathon Petroleum MPC Stock Holding History

Compass 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
2025
Q2 		– Sell
-785
Closed -$114K – 303
2025
Q1 		$114K Hold
785
– – 0.03% 184
2024
Q4 		$110K Hold
785
– – 0.03% 189
2024
Q3 		$128K Hold
785
– – 0.03% 181
2024
Q2 		$136K Hold
785
– – 0.03% 180
2024
Q1 		$158K Hold
785
– – 0.04% 172
2023
Q4 		$116K Hold
785
– – 0.03% 179
2023
Q3 		$119K Hold
785
– – 0.04% 172
2023
Q2 		$91.5K Hold
785
– – 0.03% 194
2023
Q1 		$106K Hold
785
– – 0.03% 180
2022
Q4 		$91.4K Buy
+785
New +$89.5K 0.03% 190

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Compass Wealth Management's MPC Position: Q2 2025 in Review

Compass Wealth Management sold out of Marathon Petroleum (MPC) in Q2 2025, closing a stake of 785 shares — an estimated $114K sold.

Compass Wealth Management first reported a position in MPC in Q4 2022 and held it in 10 quarters. The position peaked at $158K in Q1 2024. 1,567 funds tracked by Wall St. Rank hold MPC as of Q2 2025.

  • Compass Wealth Management reported no remaining Marathon Petroleum position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 785 Marathon Petroleum shares in Q2 2025, an estimated $114K.
  • Compass Wealth Management first reported a position in Marathon Petroleum in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Marathon Petroleum position peaked at $158K in Q1 2024.
  • 1,567 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.