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Plan A Wealth’s Marathon Petroleum MPC Stock Holding History

Plan A Wealth’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
Q3 		$225K Buy
+570
New +$197K 0.08% 176
2026
Q2 		– Sell
-992
Closed -$242K – 204
2026
Q1 		$242K Buy
+992
New +$200K 0.12% 141
2025
Q4 		– Sell
-1,041
Closed -$201K – 184
2025
Q3 		$201K Buy
+1,041
New +$183K 0.1% 153

Other funds holding MPC

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Plan A Wealth's MPC Position: Q3 2026 in Review

Plan A Wealth opened a new position in Marathon Petroleum (MPC) in Q3 2026: 570 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #176 among its holdings. This is a return to the name: Plan A Wealth previously reported a position in MPC as recently as Q1 2026.

Plan A Wealth first reported a position in MPC in Q3 2025 and has held it in 3 quarters since. The position peaked at $242K in Q1 2026. 106 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Plan A Wealth held 570 shares of Marathon Petroleum worth $225K as of Q3 2026.
  • Marathon Petroleum was a new Plan A Wealth position in Q3 2026.
  • Marathon Petroleum made up 0.08% of Plan A Wealth's portfolio in Q3 2026, its #176 holding.
  • Plan A Wealth first reported a position in Marathon Petroleum in Q3 2025 and has held it in 3 quarters since.
  • Plan A Wealth's Marathon Petroleum position peaked at $242K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.