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Retirement Planning Group (New York)’s Marathon Petroleum MPC Stock Holding History

Retirement Planning Group (New York)’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 		$522K Hold
2,041
– – 0.28% 59
2026
Q1 		$498K Hold
2,041
– – 0.32% 53
2025
Q4 		$332K Hold
2,041
– – 0.23% 62
2025
Q3 		$393K Hold
2,041
– – 0.29% 56
2025
Q2 		$339K Hold
2,041
– – 0.3% 54
2025
Q1 		$297K Hold
2,041
– – 0.3% 54
2024
Q4 		$285K Buy
+2,041
New +$312K 0.31% 51

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Retirement Planning Group (New York)'s MPC Position: Q2 2026 in Review

Retirement Planning Group (New York) held its Marathon Petroleum (MPC) position steady in Q2 2026 at 2,041 shares worth $522K. The position accounts for 0.28% of the portfolio, ranked #59.

Retirement Planning Group (New York) first reported a position in MPC in Q4 2024 and has held it in 7 quarters since. 1,950 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Retirement Planning Group (New York) held 2,041 shares of Marathon Petroleum worth $522K as of Q2 2026.
  • Retirement Planning Group (New York) left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up 0.28% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #59 holding.
  • Retirement Planning Group (New York) first reported a position in Marathon Petroleum in Q4 2024 and has held it in 7 quarters since.
  • 1,950 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.