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Oxford Financial Group’s Marathon Petroleum MPC Stock Holding History

Oxford Financial Group’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 		$328K Buy
1,344
+31
+2% +$6.26K 0.02% 206
2025
Q4 		$214K Sell
1,313
-286
-18% -$53.5K 0.01% 225
2025
Q3 		$308K Hold
1,599
– – 0.02% 185
2025
Q2 		$266K Sell
1,599
-89
-5% -$13.3K 0.02% 188
2025
Q1 		$246K Buy
1,688
+28
+2% +$4.14K 0.02% 191
2024
Q4 		$232K Sell
1,660
-104
-6% -$15.9K 0.02% 229
2024
Q3 		$287K Sell
1,764
-151
-8% -$25.5K 0.02% 204
2024
Q2 		$332K Buy
1,915
+72
+4% +$13.4K 0.02% 199
2024
Q1 		$371K Sell
1,843
-264
-13% -$45.1K 0.03% 164
2023
Q4 		$313K Buy
2,107
+61
+3% +$9.06K 0.02% 180
2023
Q3 		$310K Buy
+2,046
New +$285K 0.03% 167
2023
Q1 		– Sell
-2,477
Closed -$288K – 272
2022
Q4 		$288K Buy
+2,477
New +$282K 0.03% 161

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oxford Financial Group's MPC Position: Q1 2026 in Review

Oxford Financial Group increased its Marathon Petroleum (MPC) stake by 2.4% in Q1 2026, buying an estimated $6.26K and bringing the position to 1,344 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #206.

Oxford Financial Group first reported a position in MPC in Q4 2022 and has held it in 12 quarters since. The position peaked at $371K in Q1 2024. 1,885 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Oxford Financial Group held 1,344 shares of Marathon Petroleum worth $328K as of Q1 2026.
  • Oxford Financial Group bought 31 Marathon Petroleum shares in Q1 2026, an estimated $6.26K.
  • Marathon Petroleum made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #206 holding.
  • Oxford Financial Group first reported a position in Marathon Petroleum in Q4 2022 and has held it in 12 quarters since.
  • Oxford Financial Group's Marathon Petroleum position peaked at $371K in Q1 2024.
  • 1,885 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.