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Confluence Wealth Services’s Marathon Petroleum MPC Stock Holding History

Confluence Wealth 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
Q2 		$7.58M Buy
29,654
+3,451
+13% +$847K 0.22% 59
2026
Q1 		$6.4M Buy
26,203
+986
+4% +$199K 0.25% 56
2025
Q4 		$4.1M Sell
25,217
-518
-2% -$96.8K 0.17% 68
2025
Q3 		$4.96M Buy
25,735
+265
+1% +$46.6K 0.24% 56
2025
Q2 		$4.23M Buy
25,470
+411
+2% +$61.6K 0.23% 56
2025
Q1 		$3.37M Buy
25,059
+1,106
+5% +$164K 0.21% 60
2024
Q4 		$3.7M Sell
23,953
-451
-2% -$68.8K 0.24% 55
2024
Q3 		$3.98M Sell
24,404
-200
-0.8% -$33.8K 0.29% 47
2024
Q2 		$4.27M Sell
24,604
-788
-3% -$147K 0.34% 40
2024
Q1 		$5.12M Buy
25,392
+409
+2% +$69.9K 0.45% 34
2023
Q4 		$3.71M Buy
24,983
+641
+3% +$95.2K 0.41% 40
2023
Q3 		$3.68M Buy
24,342
+17
+0.1% +$2.37K 0.73% 27
2023
Q2 		$2.84M Sell
24,325
-760
-3% -$88.4K 0.6% 33
2023
Q1 		$3.38M Buy
25,085
+104
+0.4% +$13K 0.79% 25
2022
Q4 		$2.91M Buy
24,981
+629
+3% +$71.7K 0.76% 27
2022
Q3 		$2.42M Sell
24,352
-5,250
-18% -$491K 1.02% 18
2022
Q2 		$2.86M Buy
29,602
+566
+2% +$52.9K 1.26% 13
2022
Q1 		$2.48M Sell
29,036
-496
-2% -$37.7K 0.9% 21
2021
Q4 		$1.89M Buy
+29,532
New +$1.9M 0.61% 32

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Confluence Wealth Services's MPC Position: Q2 2026 in Review

Confluence Wealth Services increased its Marathon Petroleum (MPC) stake by 13% in Q2 2026, buying an estimated $847K and bringing the position to 29,654 shares worth $7.58M. The position accounts for 0.22% of the portfolio, ranked #59.

Confluence Wealth Services first reported a position in MPC in Q4 2021 and has held it in 19 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Confluence Wealth Services held 29,654 shares of Marathon Petroleum worth $7.58M as of Q2 2026.
  • Confluence Wealth Services bought 3,451 Marathon Petroleum shares in Q2 2026, an estimated $847K.
  • Marathon Petroleum made up 0.22% of Confluence Wealth Services's portfolio in Q2 2026, its #59 holding.
  • Confluence Wealth Services first reported a position in Marathon Petroleum in Q4 2021 and has held it in 19 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.