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Holistic Planning’s Marathon Petroleum MPC Stock Holding History

Holistic Planning’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 		$2.18M Buy
8,545
+171
+2% +$42K 0.34% 67
2026
Q1 		$2.04M Sell
8,374
-1
-0% -$202 0.41% 55
2025
Q4 		$1.36M Sell
8,375
-166
-2% -$31K 0.29% 77
2025
Q3 		$1.65M Sell
8,541
-243
-3% -$42.7K 0.43% 46
2025
Q2 		$1.46M Buy
8,784
+2,101
+31% +$315K 0.42% 46
2025
Q1 		$974K Buy
6,683
+1
+0% +$148 0.33% 61
2024
Q4 		$932K Buy
6,682
+1,084
+19% +$165K 0.34% 59
2024
Q3 		$912K Buy
+5,598
New +$946K 0.39% 58

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 Planning's MPC Position: Q2 2026 in Review

Holistic Planning increased its Marathon Petroleum (MPC) stake by 2% in Q2 2026, buying an estimated $42K and bringing the position to 8,545 shares worth $2.18M. The position accounts for 0.34% of the portfolio, ranked #67.

Holistic Planning first reported a position in MPC in Q3 2024 and has held it in 8 quarters since. 1,947 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Holistic Planning held 8,545 shares of Marathon Petroleum worth $2.18M as of Q2 2026.
  • Holistic Planning bought 171 Marathon Petroleum shares in Q2 2026, an estimated $42K.
  • Marathon Petroleum made up 0.34% of Holistic Planning's portfolio in Q2 2026, its #67 holding.
  • Holistic Planning first reported a position in Marathon Petroleum in Q3 2024 and has held it in 8 quarters since.
  • 1,947 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.