LMG Wealth Partners’s Marathon Petroleum MPC Stock Holding History

LMG Wealth Partners’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	$722K	Buy	2,957 +6	+0.2%	+$1.21K	0.13%	105
2025 Q4	$480K	Buy	2,951 +5	+0.2%	+$935	0.09%	113
2025 Q3	$568K	Buy	2,946 +6	+0.2%	+$1.05K	0.11%	108
2025 Q2	$488K	Buy	2,940 +6	+0.2%	+$899	0.1%	102
2025 Q1	$427K	Sell	2,934 -164	-5%	-$24.3K	0.1%	101
2024 Q4	$432K	Buy	3,098 +8	+0.3%	+$1.22K	0.09%	96
2024 Q3	$503K	Buy	3,090 +6	+0.2%	+$1.01K	0.12%	90
2024 Q2	$535K	Buy	3,084 +6	+0.2%	+$1.12K	0.13%	89
2024 Q1	$620K	Hold	3,078	–	–	0.16%	89
2023 Q4	$457K	Buy	3,078 +145	+5%	+$21.5K	0.13%	76
2023 Q3	$444K	Hold	2,933	–	–	0.14%	75
2023 Q2	$342K	Hold	2,933	–	–	0.1%	83
2023 Q1	$395K	Hold	2,933	–	–	0.13%	83
2022 Q4	$357K	Buy	+2,933	New	+$334K	0.12%	83

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

LMG Wealth Partners's MPC Position: Q1 2026 in Review

LMG Wealth Partners increased its Marathon Petroleum (MPC) stake by 0.2% in Q1 2026, buying an estimated $1.21K and bringing the position to 2,957 shares worth $722K. The position accounts for 0.13% of the portfolio, ranked #105.

LMG Wealth Partners first reported a position in MPC in Q4 2022 and has held it in 14 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

LMG Wealth Partners held 2,957 shares of Marathon Petroleum worth $722K as of Q1 2026.
LMG Wealth Partners bought 6 Marathon Petroleum shares in Q1 2026, an estimated $1.21K.
Marathon Petroleum made up 0.13% of LMG Wealth Partners's portfolio in Q1 2026, its #105 holding.
LMG Wealth Partners first reported a position in Marathon Petroleum in Q4 2022 and has held it in 14 quarters since.
1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.