Advocacy Wealth Management Services’s Marathon Petroleum MPC Stock Holding History

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-12	Closed	-$1K	–	96
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	127
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	134
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	172
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	172
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	165
2021 Q2	$1K	Buy	+12	New	+$703	﹤0.01%	180
2016 Q4	–	Sell	-500	Closed	-$20K	–	356
2016 Q3	$20K	Buy	+500	New	+$20.3K	0.01%	209

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Advocacy Wealth Management Services's MPC Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Marathon Petroleum (MPC) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in MPC in Q3 2016 and held it in 7 quarters. The position peaked at $20K in Q3 2016. 1,387 funds tracked by Wall St. Rank hold MPC as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Marathon Petroleum position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 12 Marathon Petroleum shares in Q4 2022, an estimated $1K.
Advocacy Wealth Management Services first reported a position in Marathon Petroleum in Q3 2016 and held it in 7 quarters.
Advocacy Wealth Management Services's Marathon Petroleum position peaked at $20K in Q3 2016.
1,387 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.