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Concord Wealth Partners’s Marathon Petroleum MPC Stock Holding History

Concord Wealth Partners’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 		$588K Hold
2,409
– – 0.08% 142
2025
Q4 		$392K Hold
2,409
– – 0.05% 151
2025
Q3 		$464K Sell
2,409
-73
-3% -$12.8K 0.06% 154
2025
Q2 		$412K Hold
2,482
– – 0.06% 156
2025
Q1 		$362K Sell
2,482
-500
-17% -$74K 0.06% 157
2024
Q4 		$416K Buy
2,982
+1,116
+60% +$170K 0.07% 152
2024
Q3 		$304K Buy
1,866
+13
+0.7% +$2.2K 0.05% 169
2024
Q2 		$321K Sell
1,853
-100
-5% -$18.6K 0.06% 161
2024
Q1 		$394K Hold
1,953
– – 0.07% 160
2023
Q4 		$290K Hold
1,953
– – 0.06% 166
2023
Q3 		$296K Hold
1,953
– – 0.06% 158
2023
Q2 		$228K Hold
1,953
– – 0.05% 184
2023
Q1 		$263K Sell
1,953
-72
-4% -$9.01K 0.07% 131
2022
Q4 		$236K Sell
2,025
-723
-26% -$82.4K 0.07% 147
2022
Q3 		$273K Sell
2,748
-40
-1% -$3.75K 0.09% 127
2022
Q2 		$229K Buy
2,788
+509
+22% +$47.6K 0.06% 151
2022
Q1 		$195K Buy
2,279
+167
+8% +$12.7K 0.05% 184
2021
Q4 		$135K Buy
2,112
+930
+79% +$59.8K 0.03% 257
2021
Q3 		$73K Sell
1,182
-124
-9% -$7.13K 0.03% 165
2021
Q2 		$79K Buy
1,306
+51
+4% +$2.99K 0.02% 272
2021
Q1 		$67K Buy
1,255
+93
+8% +$4.7K 0.02% 288
2020
Q4 		$48K Buy
+1,162
New +$41.7K 0.04% 215

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concord Wealth Partners's MPC Position: Q1 2026 in Review

Concord Wealth Partners held its Marathon Petroleum (MPC) position steady in Q1 2026 at 2,409 shares worth $588K. The position accounts for 0.08% of the portfolio, ranked #142.

Concord Wealth Partners first reported a position in MPC in Q4 2020 and has held it in 22 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Concord Wealth Partners held 2,409 shares of Marathon Petroleum worth $588K as of Q1 2026.
  • Concord Wealth Partners left its Marathon Petroleum share count unchanged in Q1 2026.
  • Marathon Petroleum made up 0.08% of Concord Wealth Partners's portfolio in Q1 2026, its #142 holding.
  • Concord Wealth Partners first reported a position in Marathon Petroleum in Q4 2020 and has held it in 22 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.