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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

SHP Wealth Management's MPC Position: Q1 2026 in Review

SHP Wealth Management increased its Marathon Petroleum (MPC) stake by 5.2% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,023 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #224.

SHP Wealth Management first reported a position in MPC in Q4 2025 and has held it in 2 quarters since. 1,890 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • SHP Wealth Management held 1,023 shares of Marathon Petroleum worth $250K as of Q1 2026.
  • SHP Wealth Management bought 51 Marathon Petroleum shares in Q1 2026, an estimated $10.3K.
  • Marathon Petroleum made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #224 holding.
  • SHP Wealth Management first reported a position in Marathon Petroleum in Q4 2025 and has held it in 2 quarters since.
  • 1,890 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.