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SHP Wealth Management’s Marathon Petroleum MPC Stock Holding History

SHP Wealth Management’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 		$266K Buy
1,042
+19
+2% +$4.67K 0.02% 248
2026
Q1 		$250K Buy
1,023
+51
+5% +$10.3K 0.02% 224
2025
Q4 		$158K Buy
+972
New +$182K 0.01% 283

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 $3.38T AUM 44.17% 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

SHP Wealth Management's MPC Position: Q2 2026 in Review

SHP Wealth Management increased its Marathon Petroleum (MPC) stake by 1.9% in Q2 2026, buying an estimated $4.67K and bringing the position to 1,042 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #248.

SHP Wealth Management first reported a position in MPC in Q4 2025 and has held it in 3 quarters since. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • SHP Wealth Management held 1,042 shares of Marathon Petroleum worth $266K as of Q2 2026.
  • SHP Wealth Management bought 19 Marathon Petroleum shares in Q2 2026, an estimated $4.67K.
  • Marathon Petroleum made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #248 holding.
  • SHP Wealth Management first reported a position in Marathon Petroleum in Q4 2025 and has held it in 3 quarters since.
  • 1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.