Summit Wealth Partners’s Marathon Petroleum MPC Stock Holding History

Summit Wealth Partners’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	$372K	Hold	1,454	–	–	0.05%	204
2026 Q1	$355K	Buy	+1,454	New	+$294K	0.06%	197

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Summit Wealth Partners's MPC Position: Q2 2026 in Review

Summit Wealth Partners held its Marathon Petroleum (MPC) position steady in Q2 2026 at 1,454 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #204.

Summit Wealth Partners first reported a position in MPC in Q1 2026 and has held it in 2 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Summit Wealth Partners held 1,454 shares of Marathon Petroleum worth $372K as of Q2 2026.
Summit Wealth Partners left its Marathon Petroleum share count unchanged in Q2 2026.
Marathon Petroleum made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #204 holding.
Summit Wealth Partners first reported a position in Marathon Petroleum in Q1 2026 and has held it in 2 quarters since.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.