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Buckingham Strategic Wealth’s Marathon Petroleum MPC Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.79M Buy
10,322
+162
+2% +$30.1K 0.02% 249
2024
Q1 		$2.05M Sell
10,160
-1,590
-14% -$272K 0.02% 234
2023
Q4 		$1.74M Sell
11,750
-1,493
-11% -$222K 0.02% 253
2023
Q3 		$2M Buy
13,243
+3,831
+41% +$534K 0.03% 217
2023
Q2 		$1.1M Sell
9,412
-229
-2% -$26.6K 0.02% 290
2023
Q1 		$1.12M Hold
9,641
– – 0.02% 247
2022
Q4 		$1.12M Buy
9,641
+952
+11% +$108K 0.02% 248
2022
Q3 		$863K Buy
8,689
+44
+0.5% +$4.12K 0.02% 277
2022
Q2 		$711K Sell
8,645
-32
-0.4% -$2.99K 0.01% 306
2022
Q1 		$742K Sell
8,677
-57
-0.7% -$4.33K 0.01% 295
2021
Q4 		$559K Buy
8,734
+159
+2% +$10.2K 0.01% 348
2021
Q3 		$530K Sell
8,575
-20
-0.2% -$1.15K 0.01% 348
2021
Q2 		$519K Buy
8,595
+19
+0.2% +$1.11K 0.01% 345
2021
Q1 		$459K Sell
8,576
-570
-6% -$28.8K 0.02% 347
2020
Q4 		$378K Buy
9,146
+26
+0.3% +$933 0.02% 372
2020
Q3 		$268K Buy
9,120
+911
+11% +$32K 0.02% 399
2020
Q2 		$307K Sell
8,209
-5,734
-41% -$184K 0.03% 307
2020
Q1 		$329K Buy
13,943
+6,535
+88% +$301K 0.03% 325
2019
Q4 		$446K Sell
7,408
-44
-0.6% -$2.75K 0.04% 268
2019
Q3 		$453K Sell
7,452
-71
-0.9% -$3.74K 0.05% 250
2019
Q2 		$420K Buy
7,523
+3,482
+86% +$191K 0.05% 273
2019
Q1 		$242K Buy
4,041
+229
+6% +$14.4K 0.03% 352
2018
Q4 		$225K Buy
3,812
+446
+13% +$30.4K 0.03% 310
2018
Q3 		$269K Sell
3,366
-2,293
-41% -$181K 0.04% 288
2018
Q2 		$397K Buy
+5,659
New +$432K 0.06% 218
2018
Q1 		– Sell
-5,500
Closed -$363K – 334
2017
Q4 		$363K Buy
5,500
+4
+0.1% +$245 0.08% 206
2017
Q3 		$308K Buy
5,496
+1
+0% +$54 0.07% 221
2017
Q2 		$288K Buy
5,495
+1,354
+33% +$69.9K 0.07% 223
2017
Q1 		$209K Buy
4,141
+87
+2% +$4.33K 0.06% 239
2016
Q4 		$204K Buy
+4,054
New +$184K 0.07% 221

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Buckingham Strategic Wealth's MPC Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Marathon Petroleum (MPC) stake by 1.6% in Q2 2024, buying an estimated $30.1K and bringing the position to 10,322 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #249.

Buckingham Strategic Wealth first reported a position in MPC in Q4 2016 and has held it in 30 quarters since. The position peaked at $2.05M in Q1 2024. 1,648 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

  • Buckingham Strategic Wealth held 10,322 shares of Marathon Petroleum worth $1.79M as of Q2 2024.
  • Buckingham Strategic Wealth bought 162 Marathon Petroleum shares in Q2 2024, an estimated $30.1K.
  • Marathon Petroleum made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #249 holding.
  • Buckingham Strategic Wealth first reported a position in Marathon Petroleum in Q4 2016 and has held it in 30 quarters since.
  • Buckingham Strategic Wealth's Marathon Petroleum position peaked at $2.05M in Q1 2024.
  • 1,648 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.