Prism Planning Partners
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Prism Planning Partners’s Marathon Petroleum MPC Stock Holding History

Prism Planning Partners’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 		$118K Buy
+298
New +$103K 0.11% 46

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Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Prism Planning Partners's MPC Position: Q3 2026 in Review

Prism Planning Partners opened a new position in Marathon Petroleum (MPC) in Q3 2026: 298 shares worth $118K. The stake represents 0.11% of the portfolio and ranks #46 among its holdings.

1,972 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Prism Planning Partners held 298 shares of Marathon Petroleum worth $118K as of Q3 2026.
  • Marathon Petroleum was a new Prism Planning Partners position in Q3 2026.
  • Marathon Petroleum made up 0.11% of Prism Planning Partners's portfolio in Q3 2026, its #46 holding.
  • 1,972 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.