BDO Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

BDO 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
2023 Q2	$707K	Sell	6,067 -10	-0.2%	-$1.16K	0.08%	155
2023 Q1	$819K	Sell	6,077 -11	-0.2%	-$1.38K	0.1%	134
2022 Q4	$709K	Buy	6,088 +531	+10%	+$60.5K	0.09%	151
2022 Q3	$552K	Sell	5,557 -520	-9%	-$48.7K	0.07%	161
2022 Q2	$500K	Buy	+6,077	New	+$568K	0.06%	173
2021 Q3	–	Sell	-156	Closed	-$9K	–	1091
2021 Q2	$9K	Buy	+156	New	+$9.14K	﹤0.01%	769
2020 Q1	–	Sell	-354	Closed	-$21K	–	793
2019 Q4	$21K	Buy	+354	New	+$22.1K	0.01%	382
2019 Q1	–	Sell	-200	Closed	-$12K	–	641
2018 Q4	$12K	Buy	+200	New	+$13.6K	﹤0.01%	392

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

BDO Wealth Advisors's MPC Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Marathon Petroleum (MPC) stake by 0.16% in Q2 2023, selling an estimated $1.16K and leaving 6,067 shares worth $707K. The position accounts for 0.08% of the portfolio, ranked #155.

BDO Wealth Advisors first reported a position in MPC in Q4 2018 and has held it in 8 quarters since. The position peaked at $819K in Q1 2023. 1,353 funds tracked by Wall St. Rank hold MPC as of Q2 2023.

BDO Wealth Advisors held 6,067 shares of Marathon Petroleum worth $707K as of Q2 2023.
BDO Wealth Advisors sold 10 Marathon Petroleum shares in Q2 2023, an estimated $1.16K.
Marathon Petroleum made up 0.08% of BDO Wealth Advisors's portfolio in Q2 2023, its #155 holding.
BDO Wealth Advisors first reported a position in Marathon Petroleum in Q4 2018 and has held it in 8 quarters since.
BDO Wealth Advisors's Marathon Petroleum position peaked at $819K in Q1 2023.
1,353 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.