Root Financial Partners
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Root Financial Partners’s Marathon Petroleum MPC Stock Holding History

Root Financial 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 		$501K Buy
1,268
+124
+11% +$42.9K 0.02% 221
2026
Q2 		$292K Buy
1,144
+168
+17% +$41.2K 0.01% 296
2026
Q1 		$238K Buy
976
+71
+8% +$14.3K 0.01% 300
2025
Q4 		$147K Sell
905
-419
-32% -$78.3K 0.01% 352
2025
Q3 		$255K Buy
+1,324
New +$233K 0.02% 233

Other funds holding MPC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Meyer Handelman Company
Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Root Financial Partners's MPC Position: Q3 2026 in Review

Root Financial Partners increased its Marathon Petroleum (MPC) stake by 11% in Q3 2026, buying an estimated $42.9K and bringing the position to 1,268 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #221.

Root Financial Partners first reported a position in MPC in Q3 2025 and has held it in 5 quarters since. 924 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

  • Root Financial Partners held 1,268 shares of Marathon Petroleum worth $501K as of Q3 2026.
  • Root Financial Partners bought 124 Marathon Petroleum shares in Q3 2026, an estimated $42.9K.
  • Marathon Petroleum made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #221 holding.
  • Root Financial Partners first reported a position in Marathon Petroleum in Q3 2025 and has held it in 5 quarters since.
  • 924 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.