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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Root Financial Partners's MPC Position: Q1 2026 in Review

Root Financial Partners increased its Marathon Petroleum (MPC) stake by 7.8% in Q1 2026, buying an estimated $14.3K and bringing the position to 976 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #300.

Root Financial Partners first reported a position in MPC in Q3 2025 and has held it in 3 quarters since. The position peaked at $255K in Q3 2025. 1,884 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Root Financial Partners held 976 shares of Marathon Petroleum worth $238K as of Q1 2026.
  • Root Financial Partners bought 71 Marathon Petroleum shares in Q1 2026, an estimated $14.3K.
  • Marathon Petroleum made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #300 holding.
  • Root Financial Partners first reported a position in Marathon Petroleum in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Marathon Petroleum position peaked at $255K in Q3 2025.
  • 1,884 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.