Total Wealth Planning & Management’s Marathon Petroleum MPC Stock Holding History

Total Wealth Planning & Management’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	$693K	Sell	2,712 -535	-16%	-$131K	0.47%	71
2026 Q1	$793K	Sell	3,247 -683	-17%	-$138K	0.59%	52
2025 Q4	$639K	Buy	+3,930	New	+$735K	0.47%	59
2025 Q2	$685K	Buy	4,125 +56	+1%	+$8.39K	0.55%	54
2025 Q1	$593K	Buy	4,069 +902	+28%	+$133K	0.56%	52
2024 Q4	$442K	Buy	+3,167	New	+$483K	0.4%	71

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

Total Wealth Planning & Management's MPC Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Marathon Petroleum (MPC) stake by 16% in Q2 2026, selling an estimated $131K and leaving 2,712 shares worth $693K. The position accounts for 0.47% of the portfolio, ranked #71.

Total Wealth Planning & Management first reported a position in MPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $793K in Q1 2026. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

Total Wealth Planning & Management held 2,712 shares of Marathon Petroleum worth $693K as of Q2 2026.
Total Wealth Planning & Management sold 535 Marathon Petroleum shares in Q2 2026, an estimated $131K.
Marathon Petroleum made up 0.47% of Total Wealth Planning & Management's portfolio in Q2 2026, its #71 holding.
Total Wealth Planning & Management first reported a position in Marathon Petroleum in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Marathon Petroleum position peaked at $793K in Q1 2026.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.