CWP
MPC icon

Cyndeo Wealth Partners’s Marathon Petroleum MPC Stock Holding History

Cyndeo 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
Q2 		$529K Hold
2,068
– – 0.02% 347
2026
Q1 		$505K Sell
2,068
-278
-12% -$56.1K 0.03% 324
2025
Q4 		$381K Hold
2,346
– – 0.02% 368
2025
Q3 		$452K Sell
2,346
-1
-0% -$176 0.03% 324
2025
Q2 		$390K Sell
2,347
-18
-0.8% -$2.7K 0.02% 338
2025
Q1 		$345K Sell
2,365
-492
-17% -$72.8K 0.02% 343
2024
Q4 		$399K Sell
2,857
-103
-3% -$15.7K 0.03% 329
2024
Q3 		$482K Buy
2,960
+18
+0.6% +$3.04K 0.03% 302
2024
Q2 		$510K Sell
2,942
-29,845
-91% -$5.55M 0.04% 277
2024
Q1 		$6.61M Sell
32,787
-4,861
-13% -$831K 0.55% 49
2023
Q4 		$5.59M Buy
37,648
+516
+1% +$76.6K 0.52% 53
2023
Q3 		$5.62M Buy
37,132
+487
+1% +$67.9K 0.59% 52
2023
Q2 		$4.27M Buy
36,645
+1,596
+5% +$186K 0.45% 65
2023
Q1 		$4.73M Sell
35,049
-7,099
-17% -$888K 0.51% 59
2022
Q4 		$4.91M Buy
+42,148
New +$4.8M 0.58% 56

Other funds holding MPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Cyndeo Wealth Partners's MPC Position: Q2 2026 in Review

Cyndeo Wealth Partners held its Marathon Petroleum (MPC) position steady in Q2 2026 at 2,068 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #347.

Cyndeo Wealth Partners first reported a position in MPC in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.61M in Q1 2024. 389 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Cyndeo Wealth Partners held 2,068 shares of Marathon Petroleum worth $529K as of Q2 2026.
  • Cyndeo Wealth Partners left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #347 holding.
  • Cyndeo Wealth Partners first reported a position in Marathon Petroleum in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Marathon Petroleum position peaked at $6.61M in Q1 2024.
  • 389 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.