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Legacy Financial Advisors’s Marathon Petroleum MPC Stock Holding History

Legacy 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 		$1.39M Sell
5,700
-739
-11% -$149K 0.19% 93
2025
Q4 		$1.05M Sell
6,439
-944
-13% -$176K 0.14% 126
2025
Q3 		$1.42M Buy
7,383
+381
+5% +$67K 0.2% 83
2025
Q2 		$1.16M Buy
7,002
+3,410
+95% +$511K 0.18% 93
2025
Q1 		$523K Buy
3,592
+38
+1% +$5.62K 0.09% 187
2024
Q4 		$496K Sell
3,554
-636
-15% -$97.1K 0.08% 194
2024
Q3 		$683K Buy
4,190
+51
+1% +$8.62K 0.11% 155
2024
Q2 		$718K Sell
4,139
-62
-1% -$11.5K 0.13% 130
2024
Q1 		$846K Buy
4,201
+151
+4% +$25.8K 0.15% 110
2023
Q4 		$601K Buy
4,050
+296
+8% +$44K 0.12% 140
2023
Q3 		$568K Sell
3,754
-204
-5% -$28.4K 0.11% 119
2023
Q2 		$462K Sell
3,958
-899
-19% -$105K 0.09% 147
2023
Q1 		$655K Sell
4,857
-131
-3% -$16.4K 0.13% 93
2022
Q4 		$581K Buy
4,988
+1,629
+48% +$186K 0.13% 101
2022
Q3 		$334K Sell
3,359
-96
-3% -$8.99K 0.08% 147
2022
Q2 		$284K Buy
3,455
+138
+4% +$12.9K 0.07% 155
2022
Q1 		$284K Buy
3,317
+111
+3% +$8.44K 0.06% 173
2021
Q4 		$205K Sell
3,206
-67
-2% -$4.31K 0.05% 198
2021
Q3 		$202K Sell
3,273
-274
-8% -$15.8K 0.05% 181
2021
Q2 		$214K Buy
+3,547
New +$208K 0.05% 160
2019
Q2 		– Sell
-1,047
Closed -$63K – 610
2019
Q1 		$63K Sell
1,047
-14
-1% -$881 0.02% 239
2018
Q4 		$63K Sell
1,061
-481
-31% -$32.8K 0.02% 200
2018
Q3 		$123K Sell
1,542
-37
-2% -$2.93K 0.04% 151
2018
Q2 		$113K Buy
1,579
+744
+89% +$56.8K 0.04% 157
2018
Q1 		$61K Buy
835
+174
+26% +$12K 0.02% 220
2017
Q4 		$43K Buy
+661
New +$40.5K 0.02% 261

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

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

Legacy Financial Advisors reduced its Marathon Petroleum (MPC) stake by 11% in Q1 2026, selling an estimated $149K and leaving 5,700 shares worth $1.39M. The position accounts for 0.19% of the portfolio, ranked #93.

Legacy Financial Advisors first reported a position in MPC in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.42M in Q3 2025. 1,885 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Legacy Financial Advisors held 5,700 shares of Marathon Petroleum worth $1.39M as of Q1 2026.
  • Legacy Financial Advisors sold 739 Marathon Petroleum shares in Q1 2026, an estimated $149K.
  • Marathon Petroleum made up 0.19% of Legacy Financial Advisors's portfolio in Q1 2026, its #93 holding.
  • Legacy Financial Advisors first reported a position in Marathon Petroleum in Q4 2017 and has held it in 26 quarters since.
  • Legacy Financial Advisors's Marathon Petroleum position peaked at $1.42M in Q3 2025.
  • 1,885 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.