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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clarus Wealth Advisors's MPC Position: Q3 2024 in Review

Clarus Wealth Advisors sold out of Marathon Petroleum (MPC) in Q3 2024, closing a stake of 3,548 shares — an estimated $575K sold.

Clarus Wealth Advisors first reported a position in MPC in Q2 2018 and held it in 11 quarters. The position peaked at $776K in Q1 2024. 1,578 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

Clarus Wealth Advisors reported no remaining Marathon Petroleum position as of Q3 2024 after selling out during the quarter.
Clarus Wealth Advisors sold 3,548 Marathon Petroleum shares in Q3 2024, an estimated $575K.
Clarus Wealth Advisors first reported a position in Marathon Petroleum in Q2 2018 and held it in 11 quarters.
Clarus Wealth Advisors's Marathon Petroleum position peaked at $776K in Q1 2024.
1,578 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Clarus Wealth Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.