Lauterbach Financial Advisors’s Marathon Petroleum MPC Stock Holding History

Lauterbach Financial Advisors’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	$874K	Hold	3,579	–	–	0.43%	30
2025 Q4	$582K	Buy	3,579 +1	+0%	+$187	0.28%	45
2025 Q3	$690K	Hold	3,578	–	–	0.35%	37
2025 Q2	$594K	Hold	3,578	–	–	0.33%	40
2025 Q1	$521K	Hold	3,578	–	–	0.32%	43
2024 Q4	$499K	Hold	3,578	–	–	0.3%	40
2024 Q3	$583K	Hold	3,578	–	–	0.35%	35
2024 Q2	$589K	Hold	3,578	–	–	0.39%	34
2024 Q1	$721K	Hold	3,578	–	–	0.47%	27
2023 Q4	$531K	Hold	3,578	–	–	0.37%	32
2023 Q3	$541K	Hold	3,578	–	–	0.43%	29
2023 Q2	$417K	Sell	3,578 -42	-1%	-$4.88K	0.32%	36
2023 Q1	$488K	Buy	3,620 +1	+0%	+$125	0.39%	31
2022 Q4	$421K	Hold	3,619	–	–	0.38%	29
2022 Q3	$360K	Hold	3,619	–	–	0.37%	28
2022 Q2	$298K	Hold	3,619	–	–	0.28%	36
2022 Q1	$309K	Hold	3,619	–	–	0.28%	31
2021 Q4	$232K	Buy	+3,619	New	+$233K	0.2%	43

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lauterbach Financial Advisors's MPC Position: Q1 2026 in Review

Lauterbach Financial Advisors held its Marathon Petroleum (MPC) position steady in Q1 2026 at 3,579 shares worth $874K. The position accounts for 0.43% of the portfolio, ranked #30.

Lauterbach Financial Advisors first reported a position in MPC in Q4 2021 and has held it in 18 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

Lauterbach Financial Advisors held 3,579 shares of Marathon Petroleum worth $874K as of Q1 2026.
Lauterbach Financial Advisors left its Marathon Petroleum share count unchanged in Q1 2026.
Marathon Petroleum made up 0.43% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #30 holding.
Lauterbach Financial Advisors first reported a position in Marathon Petroleum in Q4 2021 and has held it in 18 quarters since.
1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.