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Larry Mathis Financial Planning’s Marathon Petroleum MPC Stock Holding History

Larry Mathis Financial 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 		– Sell
-1,732
Closed -$423K – 170
2026
Q1 		$423K Sell
1,732
-27
-2% -$5.45K 0.38% 64
2025
Q4 		$286K Buy
+1,759
New +$329K 0.25% 112

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

Larry Mathis Financial Planning's MPC Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of Marathon Petroleum (MPC) in Q2 2026, closing a stake of 1,732 shares — an estimated $423K sold.

Larry Mathis Financial Planning first reported a position in MPC in Q4 2025 and held it in 2 quarters. The position peaked at $423K in Q1 2026. 1,939 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining Marathon Petroleum position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 1,732 Marathon Petroleum shares in Q2 2026, an estimated $423K.
  • Larry Mathis Financial Planning first reported a position in Marathon Petroleum in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's Marathon Petroleum position peaked at $423K in Q1 2026.
  • 1,939 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.