CWS Financial Advisors’s Marathon Petroleum MPC Stock Holding History

CWS Financial 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 Q1	–	Sell	-3,846	Closed	-$571K	–	134
2023 Q4	$571K	Sell	3,846 -500	-12%	-$74.3K	0.21%	71
2023 Q3	$658K	Hold	4,346	–	–	0.26%	59
2023 Q2	$507K	Hold	4,346	–	–	0.19%	82
2023 Q1	$586K	Sell	4,346 -124	-3%	-$15.5K	0.23%	70
2022 Q4	$239K	Sell	4,470 -56	-1%	-$6.38K	0.1%	124
2022 Q3	$450K	Hold	4,526	–	–	0.22%	83
2022 Q2	$372K	Hold	4,526	–	–	0.17%	97
2022 Q1	$387K	Hold	4,526	–	–	0.15%	101
2021 Q4	$290K	Buy	+4,526	New	+$291K	0.1%	120
2021 Q2	$270K	Hold	4,470	–	–	0.11%	120
2021 Q1	$239K	Buy	+4,470	New	+$226K	0.1%	124
2020 Q2	–	Sell	-4,413	Closed	-$266K	–	129
2020 Q1	$266K	Hold	4,413	–	–	0.2%	97
2019 Q4	$266K	Buy	+4,413	New	+$276K	0.19%	98

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CWS Financial Advisors's MPC Position: Q1 2024 in Review

CWS Financial Advisors sold out of Marathon Petroleum (MPC) in Q1 2024, closing a stake of 3,846 shares — an estimated $571K sold.

CWS Financial Advisors first reported a position in MPC in Q4 2019 and held it in 13 quarters. The position peaked at $658K in Q3 2023. 1,688 funds tracked by Wall St. Rank hold MPC as of Q1 2024.

CWS Financial Advisors reported no remaining Marathon Petroleum position as of Q1 2024 after selling out during the quarter.
CWS Financial Advisors sold 3,846 Marathon Petroleum shares in Q1 2024, an estimated $571K.
CWS Financial Advisors first reported a position in Marathon Petroleum in Q4 2019 and held it in 13 quarters.
CWS Financial Advisors's Marathon Petroleum position peaked at $658K in Q3 2023.
1,688 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2024.

Based on CWS Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.