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Castle Wealth Management’s Marathon Petroleum MPC Stock Holding History

Castle 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
2022
Q4 		– Sell
-743
Closed -$74K – 420
2022
Q3 		$74K Buy
743
+4
+0.5% +$374 0.04% 176
2022
Q2 		$61K Buy
+739
New +$69.1K 0.04% 191

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Castle Wealth Management's MPC Position: Q4 2022 in Review

Castle Wealth Management sold out of Marathon Petroleum (MPC) in Q4 2022, closing a stake of 743 shares — an estimated $74K sold.

Castle Wealth Management first reported a position in MPC in Q2 2022 and held it in 2 quarters. The position peaked at $74K in Q3 2022. 1,387 funds tracked by Wall St. Rank hold MPC as of Q4 2022.

  • Castle Wealth Management reported no remaining Marathon Petroleum position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 743 Marathon Petroleum shares in Q4 2022, an estimated $74K.
  • Castle Wealth Management first reported a position in Marathon Petroleum in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Marathon Petroleum position peaked at $74K in Q3 2022.
  • 1,387 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.