Essential Planning’s Marathon Petroleum MPC Stock Holding History

Essential Planning’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	-16,250	Closed	-$2.48M	–	219
2024 Q4	$2.48M	Buy	+16,250	New	+$2.48M	0.02%	175

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Essential Planning's MPC Position: Q1 2025 in Review

Essential Planning sold out of Marathon Petroleum (MPC) in Q1 2025, closing a stake of 16,250 shares — an estimated $2.48M sold.

Essential Planning first reported a position in MPC in Q4 2024 and held it in 1 quarter. The position peaked at $2.48M in Q4 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q1 2025.

Essential Planning reported no remaining Marathon Petroleum position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 16,250 Marathon Petroleum shares in Q1 2025, an estimated $2.48M.
Essential Planning first reported a position in Marathon Petroleum in Q4 2024 and held it in 1 quarter.
Essential Planning's Marathon Petroleum position peaked at $2.48M in Q4 2024.
1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.