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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
Q2 		$750K Buy
2,933
+1,605
+121% +$394K 0.03% 509
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 $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

Simplicity Wealth's MPC Position: Q2 2026 in Review

Simplicity Wealth increased its Marathon Petroleum (MPC) stake by 121% in Q2 2026, buying an estimated $394K and bringing the position to 2,933 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #509.

Simplicity Wealth first reported a position in MPC in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.24M in Q1 2024. 1,948 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Simplicity Wealth held 2,933 shares of Marathon Petroleum worth $750K as of Q2 2026.
  • Simplicity Wealth bought 1,605 Marathon Petroleum shares in Q2 2026, an estimated $394K.
  • Marathon Petroleum made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #509 holding.
  • Simplicity Wealth first reported a position in Marathon Petroleum in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Marathon Petroleum position peaked at $2.24M in Q1 2024.
  • 1,948 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.