SkyOak Wealth’s Marathon Petroleum MPC Stock Holding History

SkyOak 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	$285K	Sell	1,169 -279	-19%	-$56.3K	0.05%	188
2025 Q4	$235K	Hold	1,448	–	–	0.04%	216
2025 Q3	$279K	Hold	1,448	–	–	0.05%	197
2025 Q2	$241K	Hold	1,448	–	–	0.05%	213
2025 Q1	$211K	Hold	1,448	–	–	0.05%	222
2024 Q4	$202K	Hold	1,448	–	–	0.04%	240
2024 Q3	$236K	Hold	1,448	–	–	0.05%	207
2024 Q2	$251K	Hold	1,448	–	–	0.06%	199
2024 Q1	$292K	Hold	1,448	–	–	0.07%	194
2023 Q4	$215K	Hold	1,448	–	–	0.06%	220
2023 Q3	$219K	Buy	+1,448	New	+$202K	0.06%	209
2023 Q2	–	Sell	-1,548	Closed	-$209K	–	260
2023 Q1	$209K	Sell	1,548 -1,497	-49%	-$187K	0.06%	220
2022 Q4	$354K	Hold	3,045	–	–	0.12%	143
2022 Q3	$302K	Hold	3,045	–	–	0.11%	153
2022 Q2	$250K	Sell	3,045 -190	-6%	-$17.8K	0.09%	174
2022 Q1	$277K	Hold	3,235	–	–	0.08%	184
2021 Q4	$207K	Buy	+3,235	New	+$208K	0.05%	228
2020 Q1	–	Sell	-3,467	Closed	-$209K	–	262
2019 Q4	$209K	Buy	+3,467	New	+$217K	0.06%	281

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SkyOak Wealth's MPC Position: Q1 2026 in Review

SkyOak Wealth reduced its Marathon Petroleum (MPC) stake by 19% in Q1 2026, selling an estimated $56.3K and leaving 1,169 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #188.

SkyOak Wealth first reported a position in MPC in Q4 2019 and has held it in 18 quarters since. The position peaked at $354K in Q4 2022. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

SkyOak Wealth held 1,169 shares of Marathon Petroleum worth $285K as of Q1 2026.
SkyOak Wealth sold 279 Marathon Petroleum shares in Q1 2026, an estimated $56.3K.
Marathon Petroleum made up 0.05% of SkyOak Wealth's portfolio in Q1 2026, its #188 holding.
SkyOak Wealth first reported a position in Marathon Petroleum in Q4 2019 and has held it in 18 quarters since.
SkyOak Wealth's Marathon Petroleum position peaked at $354K in Q4 2022.
1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

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