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Pinnacle Wealth Planning Services’s Marathon Petroleum MPC Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$309K Sell
1,267
-123
-9% -$24.8K 0.03% 327
2025
Q4 		$226K Buy
1,390
+4
+0.3% +$748 0.02% 428
2025
Q3 		$267K Sell
1,386
-204
-13% -$35.9K 0.03% 361
2025
Q2 		$264K Sell
1,590
-77
-5% -$11.5K 0.03% 337
2025
Q1 		$243K Buy
1,667
+49
+3% +$7.25K 0.04% 309
2024
Q4 		$226K Sell
1,618
-9,451
-85% -$1.44M 0.03% 331
2024
Q3 		$1.8M Sell
11,069
-24
-0.2% -$4.06K 0.24% 55
2024
Q2 		$1.92M Sell
11,093
-2
-0% -$372 0.28% 52
2024
Q1 		$2.24M Buy
11,095
+6
+0.1% +$1.03K 0.33% 50
2023
Q4 		$1.65M Sell
11,089
-7
-0.1% -$1.04K 0.26% 60
2023
Q3 		$1.68M Buy
11,096
+8
+0.1% +$1.11K 0.28% 52
2023
Q2 		$1.29M Buy
11,088
+15
+0.1% +$1.74K 0.21% 69
2023
Q1 		$1.49M Sell
11,073
-7
-0.1% -$876 0.25% 61
2022
Q4 		$1.29M Sell
11,080
-22
-0.2% -$2.51K 0.23% 68
2022
Q3 		$1.1M Sell
11,102
-11
-0.1% -$1.03K 0.2% 73
2022
Q2 		$914K Sell
11,113
-5
-0% -$467 0.16% 96
2022
Q1 		$951K Sell
11,118
-4
-0% -$304 0.17% 95
2021
Q4 		$712K Buy
11,122
+485
+5% +$31.2K 0.14% 110
2021
Q3 		$657K Buy
10,637
+21
+0.2% +$1.21K 0.15% 110
2021
Q2 		$641K Buy
10,616
+45
+0.4% +$2.64K 0.15% 110
2021
Q1 		$566K Sell
10,571
-1,392
-12% -$70.3K 0.15% 112
2020
Q4 		$494K Sell
11,963
-3
-0% -$108 0.12% 117
2020
Q3 		$351K Sell
11,966
-394
-3% -$13.8K 0.12% 137
2020
Q2 		$462K Sell
12,360
-906
-7% -$29.1K 0.15% 111
2020
Q1 		$313K Buy
+13,266
New +$611K 0.15% 132

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

Pinnacle Wealth Planning Services's MPC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Marathon Petroleum (MPC) stake by 8.8% in Q1 2026, selling an estimated $24.8K and leaving 1,267 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #327.

Pinnacle Wealth Planning Services first reported a position in MPC in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.24M in Q1 2024. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,267 shares of Marathon Petroleum worth $309K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 123 Marathon Petroleum shares in Q1 2026, an estimated $24.8K.
  • Marathon Petroleum made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #327 holding.
  • Pinnacle Wealth Planning Services first reported a position in Marathon Petroleum in Q1 2020 and has held it in 25 quarters since.
  • Pinnacle Wealth Planning Services's Marathon Petroleum position peaked at $2.24M in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.