SWP
MPC icon

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
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

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

Sagespring Wealth Partners's MPC Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Marathon Petroleum (MPC) stake by 2.1% in Q2 2026, buying an estimated $139K and bringing the position to 27,860 shares worth $7.12M. The position accounts for 0.11% of the portfolio, ranked #106.

Sagespring Wealth Partners first reported a position in MPC in Q4 2024 and has held it in 7 quarters since. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Sagespring Wealth Partners held 27,860 shares of Marathon Petroleum worth $7.12M as of Q2 2026.
  • Sagespring Wealth Partners bought 567 Marathon Petroleum shares in Q2 2026, an estimated $139K.
  • Marathon Petroleum made up 0.11% of Sagespring Wealth Partners's portfolio in Q2 2026, its #106 holding.
  • Sagespring Wealth Partners first reported a position in Marathon Petroleum in Q4 2024 and has held it in 7 quarters since.
  • 1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.