Executive Wealth Management’s Marathon Petroleum MPC Stock Holding History

Executive 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	$257K	Buy	1,841 +1	+0.1%	+$153	0.02%	231
2024 Q3	$300K	Buy	1,840 +259	+16%	+$43.8K	0.02%	218
2024 Q2	$274K	Buy	1,581 +12	+0.8%	+$2.23K	0.05%	106
2024 Q1	$321K	Buy	1,569 +1	+0.1%	+$171	0.03%	191
2023 Q4	$233K	Buy	1,568 +1	+0.1%	+$149	0.02%	198
2023 Q3	$237K	Buy	+1,567	New	+$218K	0.02%	179
2023 Q2	–	Sell	-1,511	Closed	-$204K	–	204
2023 Q1	$204K	Buy	+1,511	New	+$189K	0.02%	189
2019 Q3	–	Sell	-294	Closed	-$16K	–	539
2019 Q2	$16K	Buy	294 +146	+99%	+$7.99K	﹤0.01%	514
2019 Q1	$9K	Sell	148 -70	-32%	-$4.41K	﹤0.01%	575
2018 Q4	$13K	Buy	+218	New	+$14.9K	﹤0.01%	512

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

Executive Wealth Management increased its Marathon Petroleum (MPC) stake by 0.05% in Q4 2024, buying an estimated $153 and bringing the position to 1,841 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #231.

Executive Wealth Management first reported a position in MPC in Q4 2018 and has held it in 10 quarters since. The position peaked at $321K in Q1 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

Executive Wealth Management held 1,841 shares of Marathon Petroleum worth $257K as of Q4 2024.
Executive Wealth Management bought 1 Marathon Petroleum share in Q4 2024, an estimated $153.
Marathon Petroleum made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #231 holding.
Executive Wealth Management first reported a position in Marathon Petroleum in Q4 2018 and has held it in 10 quarters since.
Executive Wealth Management's Marathon Petroleum position peaked at $321K in Q1 2024.
1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.