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Baldwin Wealth Partners’s Marathon Petroleum MPC Stock Holding History

Baldwin Wealth Partners’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
-11
Closed -$1.79K – 720
2024
Q3 		$1.79K Buy
+11
New +$1.86K ﹤0.01% 959
2016
Q3 		– Sell
-493
Closed -$19K – 553
2016
Q2 		$19K Sell
493
-22,220
-98% -$816K ﹤0.01% 346
2016
Q1 		$844K Sell
22,713
-34,303
-60% -$1.3M 0.15% 115
2015
Q4 		$2.96M Buy
57,016
+17,205
+43% +$900K 0.48% 55
2015
Q3 		$1.84M Sell
39,811
-363
-0.9% -$18.7K 0.31% 71
2015
Q2 		$2.1M Buy
40,174
+810
+2% +$41.2K 0.31% 73
2015
Q1 		$2.02M Buy
39,364
+242
+0.6% +$11.6K 0.3% 78
2014
Q4 		$1.77M Buy
+39,122
New +$1.72M 0.26% 92
2013
Q3 		– Sell
-10,008
Closed -$356K – 244
2013
Q2 		$356K Buy
+10,008
New +$400K 0.07% 165

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

Baldwin Wealth Partners's MPC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Marathon Petroleum (MPC) in Q4 2024, closing a stake of 11 shares — an estimated $1.79K sold.

Baldwin Wealth Partners first reported a position in MPC in Q2 2013 and held it in 9 quarters. The position peaked at $2.96M in Q4 2015. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Marathon Petroleum position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 11 Marathon Petroleum shares in Q4 2024, an estimated $1.79K.
  • Baldwin Wealth Partners first reported a position in Marathon Petroleum in Q2 2013 and held it in 9 quarters.
  • Baldwin Wealth Partners's Marathon Petroleum position peaked at $2.96M in Q4 2015.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.