Mascoma Wealth Management’s Marathon Petroleum MPC Stock Holding History

Mascoma 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	$1.02K	Hold	4	–	–	﹤0.01%	506
2026 Q1	$977	Hold	4	–	–	﹤0.01%	480
2025 Q4	$651	Buy	+4	New	+$748	﹤0.01%	487
2024 Q3	–	Sell	-285	Closed	-$49.4K	–	478
2024 Q2	$49.4K	Hold	285	–	–	0.01%	192
2024 Q1	$57.4K	Hold	285	–	–	0.02%	172
2023 Q4	$42.3K	Hold	285	–	–	0.01%	199
2023 Q3	$43.1K	Buy	+285	New	+$39.7K	0.01%	203
2023 Q1	–	Sell	-100	Closed	-$11.6K	–	619
2022 Q4	$11.6K	Hold	100	–	–	﹤0.01%	391
2022 Q3	$10K	Hold	100	–	–	﹤0.01%	403
2022 Q2	$8K	Sell	100 -13	-12%	-$1.22K	﹤0.01%	452
2022 Q1	$10K	Hold	113	–	–	﹤0.01%	442
2021 Q4	$7K	Buy	+113	New	+$7.26K	﹤0.01%	432
2019 Q3	–	Sell	-300	Closed	-$17K	–	249
2019 Q2	$17K	Hold	300	–	–	0.01%	239
2019 Q1	$18K	Hold	300	–	–	0.01%	231
2018 Q4	$18K	Hold	300	–	–	0.01%	221
2018 Q3	$24K	Hold	300	–	–	0.02%	221
2018 Q2	$21K	Hold	300	–	–	0.01%	217
2018 Q1	$22K	Hold	300	–	–	0.01%	215
2017 Q4	$20K	Hold	300	–	–	0.01%	216
2017 Q3	$17K	Hold	300	–	–	0.01%	248
2017 Q2	$16K	Hold	300	–	–	0.01%	254
2017 Q1	$15K	Hold	300	–	–	0.01%	236
2016 Q4	$15K	Buy	+300	New	+$13.6K	0.01%	240

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Mascoma Wealth Management held its Marathon Petroleum (MPC) position steady in Q2 2026 at 4 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Mascoma Wealth Management first reported a position in MPC in Q4 2016 and has held it in 23 quarters since. The position peaked at $57.4K in Q1 2024. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Mascoma Wealth Management held 4 shares of Marathon Petroleum worth $1.02K as of Q2 2026.
Mascoma Wealth Management left its Marathon Petroleum share count unchanged in Q2 2026.
Marathon Petroleum made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #506 holding.
Mascoma Wealth Management first reported a position in Marathon Petroleum in Q4 2016 and has held it in 23 quarters since.
Mascoma Wealth Management's Marathon Petroleum position peaked at $57.4K in Q1 2024.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.