Montgomery Financial Services’s Marathon Petroleum MPC Stock Holding History

Montgomery Financial Services’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	$13.3K	Buy	+52	New	+$12.8K	0.01%	150

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Montgomery Financial Services's MPC Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Marathon Petroleum (MPC) in Q2 2026: 52 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #150 among its holdings.

1,859 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Montgomery Financial Services held 52 shares of Marathon Petroleum worth $13.3K as of Q2 2026.
Marathon Petroleum was a new Montgomery Financial Services position in Q2 2026.
Marathon Petroleum made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #150 holding.
1,859 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.