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Estate Planners Group’s Marathon Petroleum MPC Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-133
Closed -$21.7K – 289
2025
Q4 		$21.7K Buy
+133
New +$24.9K 0.01% 202

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Estate Planners Group's MPC Position: Q1 2026 in Review

Estate Planners Group sold out of Marathon Petroleum (MPC) in Q1 2026, closing a stake of 133 shares — an estimated $21.7K sold.

Estate Planners Group first reported a position in MPC in Q4 2025 and held it in 1 quarter. The position peaked at $21.7K in Q4 2025. 1,892 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Estate Planners Group reported no remaining Marathon Petroleum position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 133 Marathon Petroleum shares in Q1 2026, an estimated $21.7K.
  • Estate Planners Group first reported a position in Marathon Petroleum in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Marathon Petroleum position peaked at $21.7K in Q4 2025.
  • 1,892 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.