First Personal Financial Services’s Marathon Petroleum MPC Stock Holding History

First Personal Financial Services’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 Q3	$326	Buy	+2	New	+$338	﹤0.01%	423
2020 Q1	–	Sell	-33	Closed	-$2K	–	441
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	376
2019 Q3	$2K	Buy	+33	New	+$1.74K	﹤0.01%	432
2018 Q2	–	Sell	-853	Closed	-$62K	–	830
2018 Q1	$62K	Sell	853 -632	-43%	-$43.5K	0.01%	388
2017 Q4	$98K	Hold	1,485	–	–	0.02%	345
2017 Q3	$83K	Buy	1,485 +1,315	+774%	+$70.5K	0.02%	343
2017 Q2	$9K	Hold	170	–	–	﹤0.01%	730
2017 Q1	$9K	Buy	170 +40	+31%	+$1.99K	﹤0.01%	732
2016 Q4	$7K	Buy	130 +30	+30%	+$1.36K	﹤0.01%	784
2016 Q3	$4K	Buy	100 +10	+11%	+$406	﹤0.01%	719
2016 Q2	$3K	Buy	+90	New	+$3.31K	﹤0.01%	737

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

First Personal Financial Services's MPC Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Marathon Petroleum (MPC) in Q3 2024: 2 shares worth $326. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in MPC as recently as Q4 2019.

First Personal Financial Services first reported a position in MPC in Q2 2016 and has held it in 11 quarters since. The position peaked at $98K in Q4 2017. 1,574 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

First Personal Financial Services held 2 shares of Marathon Petroleum worth $326 as of Q3 2024.
Marathon Petroleum was a new First Personal Financial Services position in Q3 2024.
Marathon Petroleum made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #423 holding.
First Personal Financial Services first reported a position in Marathon Petroleum in Q2 2016 and has held it in 11 quarters since.
First Personal Financial Services's Marathon Petroleum position peaked at $98K in Q4 2017.
1,574 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.