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Clarus Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Clarus 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
2024
Q3 		– Sell
-3,548
Closed -$575K – 136
2024
Q2 		$575K Sell
3,548
-125
-3% -$23.2K 0.31% 71
2024
Q1 		$776K Sell
3,673
-451
-11% -$77.1K 0.44% 50
2023
Q4 		$626K Buy
+4,124
New +$612K 0.37% 59
2023
Q2 		$579K Buy
4,904
+975
+25% +$113K 0.35% 57
2023
Q1 		$506K Sell
3,929
-487
-11% -$60.9K 0.32% 65
2022
Q4 		$514K Buy
+4,416
New +$503K 0.34% 60
2019
Q3 		– Sell
-500
Closed -$28K – 408
2019
Q2 		$28K Hold
500
– – 0.02% 331
2019
Q1 		$30K Hold
500
– – 0.02% 362
2018
Q4 		$30K Hold
500
– – 0.05% 337
2018
Q3 		$40K Hold
500
– – 0.03% 328
2018
Q2 		$37K Buy
+500
New +$38.2K 0.03% 331

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return