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Dogwood Wealth Management’s Marathon Petroleum MPC Stock Holding History

Dogwood Wealth Management’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 		$55K Buy
215
+26
+14% +$6.38K 0.02% 150
2026
Q1 		$46.1K Buy
189
+15
+9% +$3.03K 0.02% 156
2025
Q4 		$28.3K Buy
174
+1
+0.6% +$187 0.01% 165
2025
Q3 		$33.3K Sell
173
-15
-8% -$2.64K 0.02% 147
2025
Q2 		$33.8K Buy
188
+35
+23% +$5.25K 0.02% 139
2025
Q1 		$22.3K Buy
153
+3
+2% +$444 0.01% 145
2024
Q4 		$20.9K Buy
+150
New +$22.9K 0.01% 144
2024
Q3 		– Hold
0
– – – 253
2024
Q2 		– Hold
0
– – – 279
2024
Q1 		– Hold
0
– – – 281
2023
Q4 		– Hold
0
– – – 264

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

Dogwood Wealth Management's MPC Position: Q2 2026 in Review

Dogwood Wealth Management increased its Marathon Petroleum (MPC) stake by 14% in Q2 2026, buying an estimated $6.38K and bringing the position to 215 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #150.

Dogwood Wealth Management first reported a position in MPC in Q4 2024 and has held it in 7 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Dogwood Wealth Management held 215 shares of Marathon Petroleum worth $55K as of Q2 2026.
  • Dogwood Wealth Management bought 26 Marathon Petroleum shares in Q2 2026, an estimated $6.38K.
  • Marathon Petroleum made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Dogwood Wealth Management first reported a position in Marathon Petroleum in Q4 2024 and has held it in 7 quarters since.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.