CPC
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Consolidated Planning Corp’s Marathon Petroleum MPC Stock Holding History

Consolidated Planning Corp’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
Q1 		– Sell
-34,179
Closed -$4.77M – 206
2024
Q4 		$4.77M Sell
34,179
-5,599
-14% -$855K 0.65% 52
2024
Q3 		$6.48M Buy
39,778
+612
+2% +$103K 0.96% 31
2024
Q2 		$6.79M Buy
39,166
+790
+2% +$147K 1.12% 26
2024
Q1 		$7.73M Sell
38,376
-1,072
-3% -$183K 1.32% 21
2023
Q4 		$5.85M Buy
39,448
+876
+2% +$130K 1.09% 23
2023
Q3 		$5.84M Buy
38,572
+1,111
+3% +$155K 1.29% 21
2023
Q2 		$4.37M Buy
37,461
+1,131
+3% +$131K 0.92% 34
2023
Q1 		$4.9M Sell
36,330
-6,022
-14% -$753K 1.27% 18
2022
Q4 		$4.93M Sell
42,352
-710
-2% -$80.9K 1.36% 19
2022
Q3 		$4.28M Sell
43,062
-592
-1% -$55.4K 1.33% 20
2022
Q2 		$3.59M Buy
+43,654
New +$4.08M 1.12% 26
2021
Q4 		– Sell
-1
Closed – – 304
2021
Q3 		$0 Buy
+1
New +$58 ﹤0.01% 474

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Consolidated Planning Corp's MPC Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Marathon Petroleum (MPC) in Q1 2025, closing a stake of 34,179 shares — an estimated $4.77M sold.

Consolidated Planning Corp first reported a position in MPC in Q3 2021 and held it in 12 quarters. The position peaked at $7.73M in Q1 2024. 1,561 funds tracked by Wall St. Rank hold MPC as of Q1 2025.

  • Consolidated Planning Corp reported no remaining Marathon Petroleum position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 34,179 Marathon Petroleum shares in Q1 2025, an estimated $4.77M.
  • Consolidated Planning Corp first reported a position in Marathon Petroleum in Q3 2021 and held it in 12 quarters.
  • Consolidated Planning Corp's Marathon Petroleum position peaked at $7.73M in Q1 2024.
  • 1,561 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.