GoalVest Advisory’s Marathon Petroleum MPC Stock Holding History

GoalVest Advisory’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 Q3	$104K	Sell	262 -43	-14%	-$14.9K	0.02%	158
2026 Q2	$78K	Hold	305	–	–	0.01%	175
2026 Q1	$74.5K	Hold	305	–	–	0.01%	189
2025 Q4	$49.6K	Sell	305 -641	-68%	-$120K	0.01%	246
2025 Q3	$182K	Hold	946	–	–	0.04%	136
2025 Q2	$157K	Sell	946 -330	-26%	-$49.5K	0.04%	147
2025 Q1	$186K	Sell	1,276 -76	-6%	-$11.2K	0.05%	120
2024 Q4	$189K	Buy	1,352 +180	+15%	+$27.5K	0.05%	116
2024 Q3	$191K	Buy	1,172 +221	+23%	+$37.4K	0.05%	110
2024 Q2	$165K	Sell	951 -115	-11%	-$21.4K	0.05%	114
2024 Q1	$215K	Buy	1,066 +154	+17%	+$26.3K	0.07%	101
2023 Q4	$135K	Buy	912 +185	+25%	+$27.5K	0.06%	83
2023 Q3	$110K	Buy	727 +123	+20%	+$17.1K	0.06%	100
2023 Q2	$70.4K	Hold	604	–	–	0.04%	120
2023 Q1	$81.4K	Hold	604	–	–	0.05%	95
2022 Q4	$70.3K	Hold	604	–	–	0.05%	97
2022 Q3	$60K	Hold	604	–	–	0.04%	104
2022 Q2	$49K	Buy	604 +398	+193%	+$37.2K	0.03%	165
2022 Q1	$18K	Buy	+206	New	+$15.7K	0.01%	204

Other funds holding MPC

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

GoalVest Advisory's MPC Position: Q3 2026 in Review

GoalVest Advisory reduced its Marathon Petroleum (MPC) stake by 14% in Q3 2026, selling an estimated $14.9K and leaving 262 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #158.

GoalVest Advisory first reported a position in MPC in Q1 2022 and has held it in 19 quarters since. The position peaked at $215K in Q1 2024. 644 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

GoalVest Advisory held 262 shares of Marathon Petroleum worth $104K as of Q3 2026.
GoalVest Advisory sold 43 Marathon Petroleum shares in Q3 2026, an estimated $14.9K.
Marathon Petroleum made up 0.02% of GoalVest Advisory's portfolio in Q3 2026, its #158 holding.
GoalVest Advisory first reported a position in Marathon Petroleum in Q1 2022 and has held it in 19 quarters since.
GoalVest Advisory's Marathon Petroleum position peaked at $215K in Q1 2024.
644 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.