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Holistic Financial Partners’s Marathon Petroleum MPC Stock Holding History

Holistic Financial Partners’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 		$238K Sell
931
-197
-17% -$48.4K 0.15% 99
2026
Q1 		$275K Buy
+1,128
New +$228K 0.1% 107
2018
Q2 		– Sell
-208
Closed -$15K – 244
2018
Q1 		$15K Buy
208
+7
+3% +$482 0.01% 297
2017
Q4 		$13K Buy
+201
New +$12.3K 0.01% 313

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

Holistic Financial Partners's MPC Position: Q2 2026 in Review

Holistic Financial Partners reduced its Marathon Petroleum (MPC) stake by 17% in Q2 2026, selling an estimated $48.4K and leaving 931 shares worth $238K. The position accounts for 0.15% of the portfolio, ranked #99.

Holistic Financial Partners first reported a position in MPC in Q4 2017 and has held it in 4 quarters since. The position peaked at $275K in Q1 2026. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Holistic Financial Partners held 931 shares of Marathon Petroleum worth $238K as of Q2 2026.
  • Holistic Financial Partners sold 197 Marathon Petroleum shares in Q2 2026, an estimated $48.4K.
  • Marathon Petroleum made up 0.15% of Holistic Financial Partners's portfolio in Q2 2026, its #99 holding.
  • Holistic Financial Partners first reported a position in Marathon Petroleum in Q4 2017 and has held it in 4 quarters since.
  • Holistic Financial Partners's Marathon Petroleum position peaked at $275K in Q1 2026.
  • 1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

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