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Fiduciary Planning’s Marathon Petroleum MPC Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-774
Closed -$41K – 184
2021
Q1 		$41K Buy
774
+170
+28% +$8.59K 0.06% 85
2020
Q4 		$25K Buy
+604
New +$21.7K 0.04% 101

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fiduciary Planning's MPC Position: Q2 2021 in Review

Fiduciary Planning sold out of Marathon Petroleum (MPC) in Q2 2021, closing a stake of 774 shares — an estimated $41K sold.

Fiduciary Planning first reported a position in MPC in Q4 2020 and held it in 2 quarters. The position peaked at $41K in Q1 2021. 1,002 funds tracked by Wall St. Rank hold MPC as of Q2 2021.

  • Fiduciary Planning reported no remaining Marathon Petroleum position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 774 Marathon Petroleum shares in Q2 2021, an estimated $41K.
  • Fiduciary Planning first reported a position in Marathon Petroleum in Q4 2020 and held it in 2 quarters.
  • Fiduciary Planning's Marathon Petroleum position peaked at $41K in Q1 2021.
  • 1,002 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.