Core Wealth Advisors (Florida)’s Marathon Petroleum MPC Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-22	Closed	-$4.43K	–	169
2024 Q1	$4.43K	Hold	22	–	–	﹤0.01%	229
2023 Q4	$3.26K	Hold	22	–	–	﹤0.01%	231
2023 Q3	$3.33K	Hold	22	–	–	﹤0.01%	209
2023 Q2	$2.57K	Hold	22	–	–	﹤0.01%	215
2023 Q1	$2.97K	Hold	22	–	–	﹤0.01%	216
2022 Q4	$2.56K	Hold	22	–	–	﹤0.01%	233
2022 Q3	$2K	Hold	22	–	–	﹤0.01%	205
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	200
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	181
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	204
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	185
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	179
2021 Q1	$1K	Hold	22	–	–	﹤0.01%	169
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	173
2020 Q3	$1K	Hold	22	–	–	﹤0.01%	149
2020 Q2	$1K	Hold	22	–	–	﹤0.01%	121
2020 Q1	$1K	Hold	22	–	–	﹤0.01%	144
2019 Q4	$1K	Buy	+22	New	+$1.38K	﹤0.01%	127

Other funds holding MPC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MPC Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 22 shares — an estimated $4.43K sold.

Core Wealth Advisors (Florida) first reported a position in MPC in Q4 2019 and held it in 18 quarters. The position peaked at $4.43K in Q1 2024. 1,645 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 22 Marathon Petroleum shares in Q2 2024, an estimated $4.43K.
Core Wealth Advisors (Florida) first reported a position in Marathon Petroleum in Q4 2019 and held it in 18 quarters.
Core Wealth Advisors (Florida)'s Marathon Petroleum position peaked at $4.43K in Q1 2024.
1,645 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.