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Journey Retirement Planning & Investment Management’s Marathon Petroleum MPC Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-1,623
Closed -$264K – 195
2025
Q4 		$264K Buy
+1,623
New +$303K 0.05% 213

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T 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 $113B AUM 38.87% 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

Journey Retirement Planning & Investment Management's MPC Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Marathon Petroleum (MPC) in Q1 2026, closing a stake of 1,623 shares — an estimated $264K sold.

Journey Retirement Planning & Investment Management first reported a position in MPC in Q4 2025 and held it in 1 quarter. The position peaked at $264K in Q4 2025. 1,890 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Marathon Petroleum position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,623 Marathon Petroleum shares in Q1 2026, an estimated $264K.
  • Journey Retirement Planning & Investment Management first reported a position in Marathon Petroleum in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Marathon Petroleum position peaked at $264K in Q4 2025.
  • 1,890 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.