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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
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 $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

Phillips Wealth Planners's MPC Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Marathon Petroleum (MPC) stake by 33% in Q1 2026, selling an estimated $113K and leaving 1,120 shares worth $283K. The position accounts for 0.21% of the portfolio, ranked #163.

Phillips Wealth Planners first reported a position in MPC in Q4 2025 and has held it in 2 quarters since. The position peaked at $298K in Q4 2025. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Phillips Wealth Planners held 1,120 shares of Marathon Petroleum worth $283K as of Q1 2026.
  • Phillips Wealth Planners sold 559 Marathon Petroleum shares in Q1 2026, an estimated $113K.
  • Marathon Petroleum made up 0.21% of Phillips Wealth Planners's portfolio in Q1 2026, its #163 holding.
  • Phillips Wealth Planners first reported a position in Marathon Petroleum in Q4 2025 and has held it in 2 quarters since.
  • Phillips Wealth Planners's Marathon Petroleum position peaked at $298K in Q4 2025.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.