GA
MPC icon

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
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

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GoalVest Advisory's MPC Position: Q2 2026 in Review

GoalVest Advisory held its Marathon Petroleum (MPC) position steady in Q2 2026 at 305 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #175.

GoalVest Advisory first reported a position in MPC in Q1 2022 and has held it in 18 quarters since. The position peaked at $215K in Q1 2024. 299 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • GoalVest Advisory held 305 shares of Marathon Petroleum worth $78K as of Q2 2026.
  • GoalVest Advisory left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #175 holding.
  • GoalVest Advisory first reported a position in Marathon Petroleum in Q1 2022 and has held it in 18 quarters since.
  • GoalVest Advisory's Marathon Petroleum position peaked at $215K in Q1 2024.
  • 299 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.