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Forum Financial Management’s Marathon Petroleum MPC Stock Holding History

Forum Financial 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 		$229K Sell
897
-153
-15% -$37.6K ﹤0.01% 310
2026
Q1 		$256K Sell
1,050
-6,168
-85% -$1.25M ﹤0.01% 278
2025
Q4 		$1.17M Buy
7,218
+747
+12% +$140K 0.02% 219
2025
Q3 		$1.25M Buy
6,471
+9
+0.1% +$1.58K 0.02% 202
2025
Q2 		$1.07M Sell
6,462
-1,354
-17% -$203K 0.02% 206
2025
Q1 		$1.14M Sell
7,816
-513
-6% -$75.9K 0.02% 181
2024
Q4 		$1.16M Sell
8,329
-48
-0.6% -$7.33K 0.02% 184
2024
Q3 		$1.36M Sell
8,377
-27
-0.3% -$4.56K 0.02% 145
2024
Q2 		$1.46M Sell
8,404
-266
-3% -$49.5K 0.03% 136
2024
Q1 		$1.75M Sell
8,670
-1,411
-14% -$241K 0.03% 125
2023
Q4 		$1.5M Buy
10,081
+411
+4% +$61K 0.03% 120
2023
Q3 		$1.46M Hold
9,670
– – 0.03% 117
2023
Q2 		$1.13M Buy
9,670
+135
+1% +$15.7K 0.03% 147
2023
Q1 		$1.29M Sell
9,535
-47
-0.5% -$5.88K 0.04% 118
2022
Q4 		$1.12M Sell
9,582
-359
-4% -$40.9K 0.04% 121
2022
Q3 		$987K Buy
9,941
+43
+0.4% +$4.03K 0.05% 116
2022
Q2 		$814K Buy
9,898
+371
+4% +$34.7K 0.04% 141
2022
Q1 		$814K Hold
9,527
– – 0.04% 157
2021
Q4 		$610K Buy
+9,527
New +$612K 0.03% 208

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

Forum Financial Management's MPC Position: Q2 2026 in Review

Forum Financial Management reduced its Marathon Petroleum (MPC) stake by 15% in Q2 2026, selling an estimated $37.6K and leaving 897 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Forum Financial Management first reported a position in MPC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.75M in Q1 2024. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Forum Financial Management held 897 shares of Marathon Petroleum worth $229K as of Q2 2026.
  • Forum Financial Management sold 153 Marathon Petroleum shares in Q2 2026, an estimated $37.6K.
  • Marathon Petroleum made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #310 holding.
  • Forum Financial Management first reported a position in Marathon Petroleum in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Marathon Petroleum position peaked at $1.75M in Q1 2024.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.