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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Holistic Planning's MPC Position: Q1 2026 in Review

Holistic Planning reduced its Marathon Petroleum (MPC) stake by 0.01% in Q1 2026, selling an estimated $202 and leaving 8,374 shares worth $2.04M. The position accounts for 0.41% of the portfolio, ranked #55.

Holistic Planning first reported a position in MPC in Q3 2024 and has held it in 7 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Holistic Planning held 8,374 shares of Marathon Petroleum worth $2.04M as of Q1 2026.
  • Holistic Planning sold 1 Marathon Petroleum share in Q1 2026, an estimated $202.
  • Marathon Petroleum made up 0.41% of Holistic Planning's portfolio in Q1 2026, its #55 holding.
  • Holistic Planning first reported a position in Marathon Petroleum in Q3 2024 and has held it in 7 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.