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United Financial Planning Group’s Marathon Petroleum MPC Stock Holding History

United Financial Planning Group’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 		$12.5K Hold
49
– – 0.01% 225
2026
Q1 		$12K Sell
49
-19
-28% -$3.84K 0.01% 185
2025
Q4 		$11.1K Hold
68
– – 0.01% 193
2025
Q3 		$13.1K Buy
+68
New +$12K 0.01% 139

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

United Financial Planning Group's MPC Position: Q2 2026 in Review

United Financial Planning Group held its Marathon Petroleum (MPC) position steady in Q2 2026 at 49 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #225.

United Financial Planning Group first reported a position in MPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.1K in Q3 2025. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • United Financial Planning Group held 49 shares of Marathon Petroleum worth $12.5K as of Q2 2026.
  • United Financial Planning Group left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #225 holding.
  • United Financial Planning Group first reported a position in Marathon Petroleum in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Marathon Petroleum position peaked at $13.1K in Q3 2025.
  • 1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.