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CMH Wealth Management’s Marathon Petroleum MPC Stock Holding History

CMH 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
2025
Q2 		– Sell
-2,229
Closed -$325K – 57
2025
Q1 		$325K Sell
2,229
-660
-23% -$97.7K 0.08% 49
2024
Q4 		$403K Sell
2,889
-38
-1% -$5.8K 0.09% 47
2024
Q3 		$477K Sell
2,927
-100
-3% -$16.9K 0.11% 47
2024
Q2 		$525K Buy
+3,027
New +$563K 0.13% 44
2020
Q1 		– Sell
-54,600
Closed -$3.29M – 54
2019
Q4 		$3.29M Sell
54,600
-1,785
-3% -$112K 1.69% 22
2019
Q3 		$3.42M Sell
56,385
-28,950
-34% -$1.53M 1.94% 15
2019
Q2 		$4.77M Buy
85,335
+56,020
+191% +$3.07M 2.8% 8
2019
Q1 		$1.75M Buy
+29,315
New +$1.84M 1.06% 43

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return