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Able Wealth Management’s Marathon Petroleum MPC Stock Holding History

Able 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
Q1 		– Sell
-30
Closed -$4.51K – 388
2023
Q4 		$4.51K Buy
+30
New +$4.46K ﹤0.01% 354

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Able Wealth Management's MPC Position: Q1 2024 in Review

Able Wealth Management sold out of Marathon Petroleum (MPC) in Q1 2024, closing a stake of 30 shares — an estimated $4.51K sold.

Able Wealth Management first reported a position in MPC in Q4 2023 and held it in 1 quarter. The position peaked at $4.51K in Q4 2023. 1,688 funds tracked by Wall St. Rank hold MPC as of Q1 2024.

  • Able Wealth Management reported no remaining Marathon Petroleum position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 30 Marathon Petroleum shares in Q1 2024, an estimated $4.51K.
  • Able Wealth Management first reported a position in Marathon Petroleum in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Marathon Petroleum position peaked at $4.51K in Q4 2023.
  • 1,688 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.