Dorchester Wealth Management’s Marathon Petroleum MPC Stock Holding History

Dorchester 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
2024 Q2	–	Sell	-1,000	Closed	-$202K	–	171
2024 Q1	$202K	Buy	+1,000	New	+$171K	0.04%	155
2020 Q4	–	Sell	-11,000	Closed	-$323K	–	151
2020 Q3	$323K	Hold	11,000	–	–	0.1%	106
2020 Q2	$411K	Sell	11,000 -1,000	-8%	-$32.1K	0.13%	89
2020 Q1	$283K	Buy	+12,000	New	+$553K	0.1%	94

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

Dorchester Wealth Management's MPC Position: Q2 2024 in Review

Dorchester Wealth Management sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 1,000 shares — an estimated $202K sold.

Dorchester Wealth Management first reported a position in MPC in Q1 2020 and held it in 4 quarters. The position peaked at $411K in Q2 2020. 1,645 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

Dorchester Wealth Management reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
Dorchester Wealth Management sold 1,000 Marathon Petroleum shares in Q2 2024, an estimated $202K.
Dorchester Wealth Management first reported a position in Marathon Petroleum in Q1 2020 and held it in 4 quarters.
Dorchester Wealth Management's Marathon Petroleum position peaked at $411K in Q2 2020.
1,645 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on Dorchester Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.