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Phillips Wealth Planners’s Marathon Petroleum MPC Stock Holding History

Phillips Wealth Planners’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 		$298K Sell
1,119
-1
-0.1% -$246 0.22% 151
2026
Q1 		$283K Sell
1,120
-559
-33% -$113K 0.21% 163
2025
Q4 		$298K Buy
+1,679
New +$314K 0.24% 144

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Phillips Wealth Planners's MPC Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Marathon Petroleum (MPC) stake by 0.09% in Q2 2026, selling an estimated $246 and leaving 1,119 shares worth $298K. The position accounts for 0.22% of the portfolio, ranked #151.

Phillips Wealth Planners first reported a position in MPC in Q4 2025 and has held it in 3 quarters since. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Phillips Wealth Planners held 1,119 shares of Marathon Petroleum worth $298K as of Q2 2026.
  • Phillips Wealth Planners sold 1 Marathon Petroleum share in Q2 2026, an estimated $246.
  • Marathon Petroleum made up 0.22% of Phillips Wealth Planners's portfolio in Q2 2026, its #151 holding.
  • Phillips Wealth Planners first reported a position in Marathon Petroleum in Q4 2025 and has held it in 3 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.