Cassady Schiller Wealth Management’s Marathon Petroleum MPC Stock Holding History

Cassady Schiller Wealth Management’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	$36.5K	Hold	262	–	–	0.01%	233
2024 Q3	$42.7K	Hold	262	–	–	0.02%	214
2024 Q2	$45.5K	Hold	262	–	–	0.02%	205
2024 Q1	$52.8K	Sell	262 -95	-27%	-$16.2K	0.02%	207
2023 Q4	$52.9K	Hold	357	–	–	0.03%	196
2023 Q3	$54K	Hold	357	–	–	0.03%	188
2023 Q2	$41.6K	Hold	357	–	–	0.02%	212
2023 Q1	$48.1K	Hold	357	–	–	0.02%	203
2022 Q4	$41.5K	Buy	+357	New	+$40.7K	0.03%	211
2022 Q1	–	Sell	-360	Closed	-$23K	–	407
2021 Q4	$23K	Buy	+360	New	+$23.1K	0.01%	263

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Cassady Schiller Wealth Management's MPC Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Marathon Petroleum (MPC) position steady in Q4 2024 at 262 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #233.

Cassady Schiller Wealth Management first reported a position in MPC in Q4 2021 and has held it in 10 quarters since. The position peaked at $54K in Q3 2023. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

Cassady Schiller Wealth Management held 262 shares of Marathon Petroleum worth $36.5K as of Q4 2024.
Cassady Schiller Wealth Management left its Marathon Petroleum share count unchanged in Q4 2024.
Marathon Petroleum made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #233 holding.
Cassady Schiller Wealth Management first reported a position in Marathon Petroleum in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Marathon Petroleum position peaked at $54K in Q3 2023.
1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.