Cyndeo Wealth Partners
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
Q3 		$977K Buy
2,470
+402
+19% +$139K 0.04% 274
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 $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Cyndeo Wealth Partners's MPC Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Marathon Petroleum (MPC) stake by 19% in Q3 2026, buying an estimated $139K and bringing the position to 2,470 shares worth $977K. The position accounts for 0.04% of the portfolio, ranked #274.

Cyndeo Wealth Partners first reported a position in MPC in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.61M in Q1 2024. 592 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Cyndeo Wealth Partners held 2,470 shares of Marathon Petroleum worth $977K as of Q3 2026.
  • Cyndeo Wealth Partners bought 402 Marathon Petroleum shares in Q3 2026, an estimated $139K.
  • Marathon Petroleum made up 0.04% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #274 holding.
  • Cyndeo Wealth Partners first reported a position in Marathon Petroleum in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Marathon Petroleum position peaked at $6.61M in Q1 2024.
  • 592 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.