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Simplicity Wealth’s Marathon Petroleum MPC Stock Holding History

Simplicity Wealth’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 		$324K Buy
+1,328
New +$268K 0.02% 562
2025
Q4 		– Sell
-2,031
Closed -$391K – 748
2025
Q3 		$391K Sell
2,031
-267
-12% -$47K 0.02% 500
2025
Q2 		$382K Sell
2,298
-915
-28% -$137K 0.02% 509
2025
Q1 		$468K Buy
3,213
+444
+16% +$65.7K 0.04% 357
2024
Q4 		$386K Buy
2,769
+18
+0.7% +$2.75K 0.08% 198
2024
Q3 		$448K Sell
2,751
-8,248
-75% -$1.39M 0.04% 314
2024
Q2 		$1.91M Sell
10,999
-105
-0.9% -$19.5K 0.04% 363
2024
Q1 		$2.24M Buy
+11,104
New +$1.9M 0.05% 328

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $95.5B AUM 28.4% 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

Simplicity Wealth's MPC Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Marathon Petroleum (MPC) in Q1 2026: 1,328 shares worth $324K. The stake represents 0.02% of the portfolio and ranks #562 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in MPC as recently as Q3 2025.

Simplicity Wealth first reported a position in MPC in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.24M in Q1 2024. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Simplicity Wealth held 1,328 shares of Marathon Petroleum worth $324K as of Q1 2026.
  • Marathon Petroleum was a new Simplicity Wealth position in Q1 2026.
  • Marathon Petroleum made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #562 holding.
  • Simplicity Wealth first reported a position in Marathon Petroleum in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's Marathon Petroleum position peaked at $2.24M in Q1 2024.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.