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Curi Wealth Management’s Marathon Petroleum MPC Stock Holding History

Curi 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
2022
Q3 		– Sell
-80
Closed -$7K – 506
2022
Q2 		$7K Hold
80
– – ﹤0.01% 425
2022
Q1 		$6K Hold
80
– – ﹤0.01% 406
2021
Q4 		$5K Buy
+80
New +$5.14K ﹤0.01% 376
2021
Q1 		– Sell
-4
Closed – – 336
2020
Q4 		$0 Buy
+4
New +$144 ﹤0.01% 472

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Curi Wealth Management's MPC Position: Q3 2022 in Review

Curi Wealth Management sold out of Marathon Petroleum (MPC) in Q3 2022, closing a stake of 80 shares — an estimated $7K sold.

Curi Wealth Management first reported a position in MPC in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q2 2022. 1,291 funds tracked by Wall St. Rank hold MPC as of Q3 2022.

  • Curi Wealth Management reported no remaining Marathon Petroleum position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 80 Marathon Petroleum shares in Q3 2022, an estimated $7K.
  • Curi Wealth Management first reported a position in Marathon Petroleum in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Marathon Petroleum position peaked at $7K in Q2 2022.
  • 1,291 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.