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9258 Wealth Management’s Marathon Petroleum MPC Stock Holding History

9258 Wealth 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
2024
Q3 		$2.93M Sell
17,988
-562
-3% -$95K 0.43% 46
2024
Q2 		$3.22M Buy
18,550
+159
+0.9% +$29.6K 0.5% 41
2024
Q1 		$3.71M Buy
18,391
+4
+0% +$684 0.58% 36
2023
Q4 		$2.73M Sell
18,387
-120
-0.6% -$17.8K 0.48% 44
2023
Q3 		$2.8M Sell
18,507
-33
-0.2% -$4.6K 0.54% 40
2023
Q2 		$2.16M Sell
18,540
-575
-3% -$66.9K 0.41% 49
2023
Q1 		$2.58M Sell
19,115
-4
-0% -$500 0.52% 43
2022
Q4 		$2.23M Buy
19,119
+6
+0% +$684 0.48% 49
2022
Q3 		$1.9M Sell
19,113
-1,493
-7% -$140K 0.49% 48
2022
Q2 		$1.69M Buy
20,606
+322
+2% +$30.1K 0.43% 55
2022
Q1 		$1.73M Buy
20,284
+98
+0.5% +$7.45K 0.4% 52
2021
Q4 		$1.29M Sell
20,186
-482
-2% -$31K 0.3% 72
2021
Q3 		$1.28M Buy
20,668
+21
+0.1% +$1.21K 0.34% 62
2021
Q2 		$1.25M Buy
20,647
+218
+1% +$12.8K 0.34% 65
2021
Q1 		$1.09M Sell
20,429
-1,122
-5% -$56.7K 0.33% 70
2020
Q4 		$891K Sell
21,551
-7,760
-26% -$279K 0.29% 84
2020
Q3 		$865K Buy
29,311
+633
+2% +$22.2K 0.33% 74
2020
Q2 		$1.07M Buy
28,678
+2,019
+8% +$64.9K 0.43% 50
2020
Q1 		$705K Buy
26,659
+8,100
+44% +$373K 0.31% 90
2019
Q4 		$1.12M Buy
18,559
+748
+4% +$46.8K 0.41% 63
2019
Q3 		$1.08M Sell
17,811
-767
-4% -$40.4K 0.84% 30
2019
Q2 		$1.04M Buy
18,578
+3,598
+24% +$197K 0.84% 34
2019
Q1 		$897K Buy
14,980
+3,734
+33% +$235K 0.76% 42
2018
Q4 		$664K Buy
+11,246
New +$767K 0.64% 51

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

9258 Wealth Management's MPC Position: Q3 2024 in Review

9258 Wealth Management reduced its Marathon Petroleum (MPC) stake by 3% in Q3 2024, selling an estimated $95K and leaving 17,988 shares worth $2.93M. The position accounts for 0.43% of the portfolio, ranked #46.

9258 Wealth Management first reported a position in MPC in Q4 2018 and has held it in 24 quarters since. The position peaked at $3.71M in Q1 2024. 1,574 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

  • 9258 Wealth Management held 17,988 shares of Marathon Petroleum worth $2.93M as of Q3 2024.
  • 9258 Wealth Management sold 562 Marathon Petroleum shares in Q3 2024, an estimated $95K.
  • Marathon Petroleum made up 0.43% of 9258 Wealth Management's portfolio in Q3 2024, its #46 holding.
  • 9258 Wealth Management first reported a position in Marathon Petroleum in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Marathon Petroleum position peaked at $3.71M in Q1 2024.
  • 1,574 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.