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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Plan A Wealth's MPC Position: Q2 2026 in Review

Plan A Wealth sold out of Marathon Petroleum (MPC) in Q2 2026, closing a stake of 992 shares — an estimated $242K sold.

Plan A Wealth first reported a position in MPC in Q3 2025 and held it in 2 quarters. The position peaked at $242K in Q1 2026. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Plan A Wealth reported no remaining Marathon Petroleum position as of Q2 2026 after selling out during the quarter.
Plan A Wealth sold 992 Marathon Petroleum shares in Q2 2026, an estimated $242K.
Plan A Wealth first reported a position in Marathon Petroleum in Q3 2025 and held it in 2 quarters.
Plan A Wealth's Marathon Petroleum position peaked at $242K in Q1 2026.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.