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Zynergy Retirement Planning’s Marathon Petroleum MPC Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-78
Closed -$10.9K – 70
2025
Q1 		$10.9K Buy
+78
New +$11.5K 0.01% 84

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Zynergy Retirement Planning's MPC Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Marathon Petroleum (MPC) in Q2 2025, closing a stake of 78 shares — an estimated $10.9K sold.

Zynergy Retirement Planning first reported a position in MPC in Q1 2025 and held it in 1 quarter. The position peaked at $10.9K in Q1 2025. 1,568 funds tracked by Wall St. Rank hold MPC as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Marathon Petroleum position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 78 Marathon Petroleum shares in Q2 2025, an estimated $10.9K.
  • Zynergy Retirement Planning first reported a position in Marathon Petroleum in Q1 2025 and held it in 1 quarter.
  • Zynergy Retirement Planning's Marathon Petroleum position peaked at $10.9K in Q1 2025.
  • 1,568 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.