WealthPlan Investment Management’s Marathon Petroleum MPC Stock Holding History

WealthPlan Investment 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	$370K	Buy	1,449 +102	+8%	+$25K	0.02%	371
2026 Q1	$329K	Buy	1,347 +31	+2%	+$6.26K	0.02%	372
2025 Q4	$214K	Buy	1,316 +1	+0.1%	+$187	0.01%	359
2025 Q3	$253K	Buy	1,315 +13	+1%	+$2.29K	0.02%	292
2025 Q2	$216K	Buy	+1,302	New	+$195K	0.02%	326
2023 Q3	–	Sell	-495	Closed	-$57.7K	–	268
2023 Q2	$57.7K	Hold	495	–	–	0.02%	191
2023 Q1	$66.7K	Buy	+495	New	+$61.9K	0.01%	226

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

WealthPlan Investment Management's MPC Position: Q2 2026 in Review

WealthPlan Investment Management increased its Marathon Petroleum (MPC) stake by 7.6% in Q2 2026, buying an estimated $25K and bringing the position to 1,449 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #371.

WealthPlan Investment Management first reported a position in MPC in Q1 2023 and has held it in 7 quarters since. 1,942 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

WealthPlan Investment Management held 1,449 shares of Marathon Petroleum worth $370K as of Q2 2026.
WealthPlan Investment Management bought 102 Marathon Petroleum shares in Q2 2026, an estimated $25K.
Marathon Petroleum made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #371 holding.
WealthPlan Investment Management first reported a position in Marathon Petroleum in Q1 2023 and has held it in 7 quarters since.
1,942 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.