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LightSquare Wealth Management’s Marathon Petroleum MPC Stock Holding History

LightSquare Wealth 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
Q2 		$591K Sell
2,310
-782
-25% -$192K 0.41% 52
2026
Q1 		$755K Buy
+3,092
New +$624K 0.57% 43

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

LightSquare Wealth Management's MPC Position: Q2 2026 in Review

LightSquare Wealth Management reduced its Marathon Petroleum (MPC) stake by 25% in Q2 2026, selling an estimated $192K and leaving 2,310 shares worth $591K. The position accounts for 0.41% of the portfolio, ranked #52.

LightSquare Wealth Management first reported a position in MPC in Q1 2026 and has held it in 2 quarters since. The position peaked at $755K in Q1 2026. 1,939 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • LightSquare Wealth Management held 2,310 shares of Marathon Petroleum worth $591K as of Q2 2026.
  • LightSquare Wealth Management sold 782 Marathon Petroleum shares in Q2 2026, an estimated $192K.
  • Marathon Petroleum made up 0.41% of LightSquare Wealth Management's portfolio in Q2 2026, its #52 holding.
  • LightSquare Wealth Management first reported a position in Marathon Petroleum in Q1 2026 and has held it in 2 quarters since.
  • LightSquare Wealth Management's Marathon Petroleum position peaked at $755K in Q1 2026.
  • 1,939 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on LightSquare Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.