Succession Financial’s Marathon Petroleum MPC Stock Holding History

Succession Financial’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 Q3	$1.19M	Hold	3,000	–	–	1.14%	11
2026 Q2	$767K	Buy	+3,000	New	+$737K	0.73%	15

Other funds holding MPC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Succession Financial's MPC Position: Q3 2026 in Review

Succession Financial held its Marathon Petroleum (MPC) position steady in Q3 2026 at 3,000 shares worth $1.19M. The position accounts for 1.14% of the portfolio, ranked #11.

Succession Financial first reported a position in MPC in Q2 2026 and has held it in 2 quarters since. 1,931 funds tracked by Wall St. Rank hold MPC as of Q3 2026.

Succession Financial held 3,000 shares of Marathon Petroleum worth $1.19M as of Q3 2026.
Succession Financial left its Marathon Petroleum share count unchanged in Q3 2026.
Marathon Petroleum made up 1.14% of Succession Financial's portfolio in Q3 2026, its #11 holding.
Succession Financial first reported a position in Marathon Petroleum in Q2 2026 and has held it in 2 quarters since.
1,931 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2026.

Based on Succession Financial's 13F filing for Q3 2026, filed 14 Oct 2026.