ForthRight Wealth Management’s Marathon Petroleum MPC Stock Holding History

ForthRight 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	$2.45M	Hold	9,602	–	–	0.63%	22
2026 Q1	$2.34M	Hold	9,602	–	–	0.67%	21
2025 Q4	$1.56M	Hold	9,602	–	–	0.45%	23
2025 Q3	$1.85M	Hold	9,602	–	–	0.54%	23
2025 Q2	$1.59M	Sell	9,602 -700	-7%	-$105K	0.5%	26
2025 Q1	$1.5M	Hold	10,302	–	–	0.5%	27
2024 Q4	$1.44M	Sell	10,302 -480	-4%	-$73.3K	0.48%	28
2024 Q3	$1.76M	Hold	10,782	–	–	0.58%	26
2024 Q2	$1.87M	Sell	10,782 -377	-3%	-$70.1K	0.67%	25
2024 Q1	$2.25M	Hold	11,159	–	–	0.81%	23
2023 Q4	$1.66M	Sell	11,159 -407	-4%	-$60.4K	0.64%	24
2023 Q3	$1.75M	Hold	11,566	–	–	0.75%	24
2023 Q2	$1.35M	Hold	11,566	–	–	0.56%	27
2023 Q1	$1.56M	Hold	11,566	–	–	0.71%	25
2022 Q4	$1.35M	Sell	11,566 -820	-7%	-$93.5K	0.69%	23
2022 Q3	$1.23M	Sell	12,386 -600	-5%	-$56.2K	0.72%	21
2022 Q2	$1.07M	Hold	12,986	–	–	0.59%	21
2022 Q1	$1.11M	Hold	12,986	–	–	0.57%	21
2021 Q4	$831K	Sell	12,986 -160	-1%	-$10.3K	0.45%	23
2021 Q3	$813K	Hold	13,146	–	–	0.49%	21
2021 Q2	$794K	Hold	13,146	–	–	0.5%	20
2021 Q1	$703K	Hold	13,146	–	–	0.48%	21
2020 Q4	$544K	Buy	+13,146	New	+$472K	0.43%	19

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

ForthRight Wealth Management held its Marathon Petroleum (MPC) position steady in Q2 2026 at 9,602 shares worth $2.45M. The position accounts for 0.63% of the portfolio, ranked #22.

ForthRight Wealth Management first reported a position in MPC in Q4 2020 and has held it in 23 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

ForthRight Wealth Management held 9,602 shares of Marathon Petroleum worth $2.45M as of Q2 2026.
ForthRight Wealth Management left its Marathon Petroleum share count unchanged in Q2 2026.
Marathon Petroleum made up 0.63% of ForthRight Wealth Management's portfolio in Q2 2026, its #22 holding.
ForthRight Wealth Management first reported a position in Marathon Petroleum in Q4 2020 and has held it in 23 quarters since.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.