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Affinity Wealth Management’s Marathon Petroleum MPC Stock Holding History

Affinity 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
Q4 		– Sell
-36,285
Closed -$5.91M – 104
2024
Q3 		$5.91M Buy
36,285
+13
+0% +$2.2K 1.05% 24
2024
Q2 		$6.29M Sell
36,272
-1,188
-3% -$221K 1.15% 22
2024
Q1 		$7.55M Sell
37,460
-56
-0.1% -$9.58K 1.4% 23
2023
Q4 		$5.57M Buy
37,516
+853
+2% +$127K 1.14% 27
2023
Q3 		$5.55M Buy
36,663
+610
+2% +$85K 1.28% 26
2023
Q2 		$4.2M Buy
36,053
+265
+0.7% +$30.8K 0.96% 32
2023
Q1 		$4.83M Sell
35,788
-451
-1% -$56.4K 1.13% 30
2022
Q4 		$4.22M Buy
36,239
+1,311
+4% +$149K 1% 23
2022
Q3 		$3.47M Buy
34,928
+260
+0.7% +$24.3K 0.86% 25
2022
Q2 		$2.87M Buy
34,668
+327
+1% +$30.6K 0.66% 32
2022
Q1 		$3.02M Buy
34,341
+5,416
+19% +$412K 0.61% 39
2021
Q4 		$2.14M Buy
+28,925
New +$1.86M 0.44% 43

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Affinity Wealth Management's MPC Position: Q4 2024 in Review

Affinity Wealth Management sold out of Marathon Petroleum (MPC) in Q4 2024, closing a stake of 36,285 shares — an estimated $5.91M sold.

Affinity Wealth Management first reported a position in MPC in Q4 2021 and held it in 12 quarters. The position peaked at $7.55M in Q1 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Affinity Wealth Management reported no remaining Marathon Petroleum position as of Q4 2024 after selling out during the quarter.
  • Affinity Wealth Management sold 36,285 Marathon Petroleum shares in Q4 2024, an estimated $5.91M.
  • Affinity Wealth Management first reported a position in Marathon Petroleum in Q4 2021 and held it in 12 quarters.
  • Affinity Wealth Management's Marathon Petroleum position peaked at $7.55M in Q1 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Affinity Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.