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Symphony Financial’s Marathon Petroleum MPC Stock Holding History

Symphony 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
Q2 		$217K Sell
837
-112
-12% -$27.5K 0.02% 340
2026
Q1 		$238K Buy
+949
New +$192K 0.03% 277
2025
Q4 		– Sell
-1,082
Closed -$209K – 305
2025
Q3 		$209K Buy
+1,082
New +$190K 0.03% 258

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Symphony Financial's MPC Position: Q2 2026 in Review

Symphony Financial reduced its Marathon Petroleum (MPC) stake by 12% in Q2 2026, selling an estimated $27.5K and leaving 837 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #340.

Symphony Financial first reported a position in MPC in Q3 2025 and has held it in 3 quarters since. The position peaked at $238K in Q1 2026. 1,652 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Symphony Financial held 837 shares of Marathon Petroleum worth $217K as of Q2 2026.
  • Symphony Financial sold 112 Marathon Petroleum shares in Q2 2026, an estimated $27.5K.
  • Marathon Petroleum made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #340 holding.
  • Symphony Financial first reported a position in Marathon Petroleum in Q3 2025 and has held it in 3 quarters since.
  • Symphony Financial's Marathon Petroleum position peaked at $238K in Q1 2026.
  • 1,652 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.