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Clear Perspectives Financial Planning’s Marathon Petroleum MPC Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$12.9K Hold
96
– – 0.01% 133
2022
Q4 		$11.2K Hold
96
– – 0.01% 151
2022
Q3 		$10K Buy
+96
New +$8.99K ﹤0.01% 145

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Perspectives Financial Planning's MPC Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Marathon Petroleum (MPC) position steady in Q1 2023 at 96 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #133.

Clear Perspectives Financial Planning first reported a position in MPC in Q3 2022 and has held it in 3 quarters since. 1,437 funds tracked by Wall St. Rank hold MPC as of Q1 2023.

  • Clear Perspectives Financial Planning held 96 shares of Marathon Petroleum worth $12.9K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Marathon Petroleum share count unchanged in Q1 2023.
  • Marathon Petroleum made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #133 holding.
  • Clear Perspectives Financial Planning first reported a position in Marathon Petroleum in Q3 2022 and has held it in 3 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.