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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
Q2 		$1.09M Sell
4,264
-1,436
-25% -$353K 0.13% 128
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 $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

Legacy Financial Advisors's MPC Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Marathon Petroleum (MPC) stake by 25% in Q2 2026, selling an estimated $353K and leaving 4,264 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #128.

Legacy Financial Advisors first reported a position in MPC in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.42M in Q3 2025. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Legacy Financial Advisors held 4,264 shares of Marathon Petroleum worth $1.09M as of Q2 2026.
  • Legacy Financial Advisors sold 1,436 Marathon Petroleum shares in Q2 2026, an estimated $353K.
  • Marathon Petroleum made up 0.13% of Legacy Financial Advisors's portfolio in Q2 2026, its #128 holding.
  • Legacy Financial Advisors first reported a position in Marathon Petroleum in Q4 2017 and has held it in 27 quarters since.
  • Legacy Financial Advisors's Marathon Petroleum position peaked at $1.42M in Q3 2025.
  • 1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.