Sagespring Wealth Partners’s Marathon Petroleum MPC Stock Holding History

Sagespring Wealth 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	$9.6M	Sell	24,306 -3,554	-13%	-$1.23M	0.14%	84
2026 Q2	$7.12M	Buy	27,860 +567	+2%	+$139K	0.11%	106
2026 Q1	$6.66M	Sell	27,293 -3,952	-13%	-$798K	0.12%	97
2025 Q4	$5.08M	Buy	31,245 +8,553	+38%	+$1.6M	0.09%	109
2025 Q3	$4.37M	Buy	22,692 +1,026	+5%	+$180K	0.09%	113
2025 Q2	$3.6M	Buy	21,666 +781	+4%	+$117K	0.08%	130
2025 Q1	$3.04M	Sell	20,885 -7,566	-27%	-$1.12M	0.08%	127
2024 Q4	$3.97M	Buy	+28,451	New	+$4.34M	0.1%	92

Other funds holding MPC

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Meyer Handelman Company Rye Brook, New York $3.49B AUM 26.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sagespring Wealth Partners's MPC Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its Marathon Petroleum (MPC) stake by 13% in Q3 2026, selling an estimated $1.23M and leaving 24,306 shares worth $9.6M. The position accounts for 0.14% of the portfolio, ranked #84.

Sagespring Wealth Partners first reported a position in MPC in Q4 2024 and has held it in 8 quarters since. 989 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

Sagespring Wealth Partners held 24,306 shares of Marathon Petroleum worth $9.6M as of Q3 2026.
Sagespring Wealth Partners sold 3,554 Marathon Petroleum shares in Q3 2026, an estimated $1.23M.
Marathon Petroleum made up 0.14% of Sagespring Wealth Partners's portfolio in Q3 2026, its #84 holding.
Sagespring Wealth Partners first reported a position in Marathon Petroleum in Q4 2024 and has held it in 8 quarters since.
989 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.