Atlas Private Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Atlas Private Wealth Advisors’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	–	Sell	-1,500	Closed	-$260K	–	158
2024 Q2	$260K	Buy	+1,500	New	+$279K	0.04%	132
2024 Q1	–	Sell	-1,500	Closed	-$223K	–	148
2023 Q4	$223K	Hold	1,500	–	–	0.04%	147
2023 Q3	$227K	Buy	+1,500	New	+$209K	0.04%	163

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Atlas Private Wealth Advisors's MPC Position: Q3 2024 in Review

Atlas Private Wealth Advisors sold out of Marathon Petroleum (MPC) in Q3 2024, closing a stake of 1,500 shares — an estimated $260K sold.

Atlas Private Wealth Advisors first reported a position in MPC in Q3 2023 and held it in 3 quarters. The position peaked at $260K in Q2 2024. 1,574 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

Atlas Private Wealth Advisors reported no remaining Marathon Petroleum position as of Q3 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,500 Marathon Petroleum shares in Q3 2024, an estimated $260K.
Atlas Private Wealth Advisors first reported a position in Marathon Petroleum in Q3 2023 and held it in 3 quarters.
Atlas Private Wealth Advisors's Marathon Petroleum position peaked at $260K in Q2 2024.
1,574 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.