AJ Wealth Strategies’s Marathon Petroleum MPC Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$413K	Buy	3,545 +113	+3%	+$13.1K	0.02%	200
2023 Q1	$463K	Buy	3,432 +26	+0.8%	+$3.25K	0.02%	189
2022 Q4	$396K	Buy	3,406 +23	+0.7%	+$2.62K	0.02%	202
2022 Q3	$336K	Buy	3,383 +20	+0.6%	+$1.87K	0.02%	225
2022 Q2	$276K	Buy	3,363 +17	+0.5%	+$1.59K	0.01%	248
2022 Q1	$286K	Buy	3,346 +25	+0.8%	+$1.9K	0.01%	261
2021 Q4	$212K	Buy	+3,321	New	+$213K	0.01%	276

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AJ Wealth Strategies's MPC Position: Q2 2023 in Review

AJ Wealth Strategies increased its Marathon Petroleum (MPC) stake by 3.3% in Q2 2023, buying an estimated $13.1K and bringing the position to 3,545 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #200.

AJ Wealth Strategies first reported a position in MPC in Q4 2021 and has held it in 7 quarters since. The position peaked at $463K in Q1 2023. 1,353 funds tracked by Wall St. Rank hold MPC as of Q2 2023.

AJ Wealth Strategies held 3,545 shares of Marathon Petroleum worth $413K as of Q2 2023.
AJ Wealth Strategies bought 113 Marathon Petroleum shares in Q2 2023, an estimated $13.1K.
Marathon Petroleum made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #200 holding.
AJ Wealth Strategies first reported a position in Marathon Petroleum in Q4 2021 and has held it in 7 quarters since.
AJ Wealth Strategies's Marathon Petroleum position peaked at $463K in Q1 2023.
1,353 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.