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
2026 Q2	$201K	Buy	+785	New	+$193K	0.04%	166
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Compass Wealth Management's MPC Position: Q2 2026 in Review

Compass Wealth Management opened a new position in Marathon Petroleum (MPC) in Q2 2026: 785 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #166 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in MPC as recently as Q1 2025.

Compass Wealth Management first reported a position in MPC in Q4 2022 and has held it in 11 quarters since. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Compass Wealth Management held 785 shares of Marathon Petroleum worth $201K as of Q2 2026.
Marathon Petroleum was a new Compass Wealth Management position in Q2 2026.
Marathon Petroleum made up 0.04% of Compass Wealth Management's portfolio in Q2 2026, its #166 holding.
Compass Wealth Management first reported a position in Marathon Petroleum in Q4 2022 and has held it in 11 quarters since.
1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.