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 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

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

Root Financial Partners's MPC Position: Q2 2026 in Review

Root Financial Partners increased its Marathon Petroleum (MPC) stake by 17% in Q2 2026, buying an estimated $41.2K and bringing the position to 1,144 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #296.

Root Financial Partners first reported a position in MPC in Q3 2025 and has held it in 4 quarters since. 1,950 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Root Financial Partners held 1,144 shares of Marathon Petroleum worth $292K as of Q2 2026.
Root Financial Partners bought 168 Marathon Petroleum shares in Q2 2026, an estimated $41.2K.
Marathon Petroleum made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #296 holding.
Root Financial Partners first reported a position in Marathon Petroleum in Q3 2025 and has held it in 4 quarters since.
1,950 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.