EWM
MPC icon

Evermay Wealth Management’s Marathon Petroleum MPC Stock Holding History

Evermay 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
Q4 		– Sell
-1,741
Closed -$284K – 602
2024
Q3 		$284K Hold
1,741
– – 0.05% 164
2024
Q2 		$302K Hold
1,741
– – 0.05% 164
2024
Q1 		$351K Sell
1,741
-3
-0.2% -$513 0.05% 159
2023
Q4 		$259K Buy
1,744
+1,729
+11,527% +$257K 0.05% 156
2023
Q3 		$2.27K Hold
15
– – ﹤0.01% 495
2023
Q2 		$1.75K Buy
+15
New +$1.74K ﹤0.01% 493

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evermay Wealth Management's MPC Position: Q4 2024 in Review

Evermay Wealth Management sold out of Marathon Petroleum (MPC) in Q4 2024, closing a stake of 1,741 shares — an estimated $284K sold.

Evermay Wealth Management first reported a position in MPC in Q2 2023 and held it in 6 quarters. The position peaked at $351K in Q1 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Evermay Wealth Management reported no remaining Marathon Petroleum position as of Q4 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 1,741 Marathon Petroleum shares in Q4 2024, an estimated $284K.
  • Evermay Wealth Management first reported a position in Marathon Petroleum in Q2 2023 and held it in 6 quarters.
  • Evermay Wealth Management's Marathon Petroleum position peaked at $351K in Q1 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.