NewSquare Capital’s Marathon Petroleum MPC Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-199	Closed	-$33.1K	–	823
2025 Q2	$33.1K	Buy	199 +101	+103%	+$15.1K	﹤0.01%	360
2025 Q1	$14.3K	Buy	98 +88	+880%	+$13K	﹤0.01%	458
2024 Q4	$1.4K	Buy	+10	New	+$1.53K	﹤0.01%	617
2024 Q1	–	Sell	-394	Closed	-$58.5K	–	498
2023 Q4	$58.5K	Buy	+394	New	+$58.5K	0.01%	184
2020 Q3	–	Sell	-705	Closed	-$26K	–	371
2020 Q2	$26K	Sell	705 -1,520	-68%	-$48.8K	﹤0.01%	189
2020 Q1	$53K	Buy	2,225 +1,520	+216%	+$70K	0.01%	173
2019 Q4	$42K	Hold	705	–	–	0.01%	174
2019 Q3	$43K	Sell	705 -1,520	-68%	-$80.1K	0.01%	148
2019 Q2	$124K	Buy	2,225 +1,520	+216%	+$83.2K	0.02%	133
2019 Q1	$42K	Sell	705 -87	-11%	-$5.47K	0.01%	172
2018 Q4	$47K	Hold	792	–	–	0.01%	156
2018 Q3	$63K	Hold	792	–	–	0.01%	159
2018 Q2	$57K	Hold	792	–	–	0.01%	165
2018 Q1	$58K	Sell	792 -42	-5%	-$2.89K	0.01%	145
2017 Q4	$55K	Buy	834 +87	+12%	+$5.33K	0.01%	149
2017 Q3	$42K	Buy	+747	New	+$40.1K	0.01%	142

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

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

NewSquare Capital's MPC Position: Q3 2025 in Review

NewSquare Capital sold out of Marathon Petroleum (MPC) in Q3 2025, closing a stake of 199 shares — an estimated $33.1K sold.

NewSquare Capital first reported a position in MPC in Q3 2017 and held it in 16 quarters. The position peaked at $124K in Q2 2019. 1,662 funds tracked by Wall St. Rank hold MPC as of Q3 2025.

NewSquare Capital reported no remaining Marathon Petroleum position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 199 Marathon Petroleum shares in Q3 2025, an estimated $33.1K.
NewSquare Capital first reported a position in Marathon Petroleum in Q3 2017 and held it in 16 quarters.
NewSquare Capital's Marathon Petroleum position peaked at $124K in Q2 2019.
1,662 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.