FirstPurpose Wealth’s Marathon Petroleum MPC Stock Holding History

FirstPurpose Wealth’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 Q1	$300K	Sell	1,422 -619	-30%	-$106K	0.11%	160
2023 Q4	$303K	Buy	2,041 +64	+3%	+$9.5K	0.12%	154
2023 Q3	$299K	Buy	1,977 +17	+0.9%	+$2.37K	0.13%	141
2023 Q2	$229K	Buy	1,960 +43	+2%	+$5K	0.1%	174
2023 Q1	$258K	Sell	1,917 -646	-25%	-$80.8K	0.13%	146
2022 Q4	$298K	Buy	2,563 +92	+4%	+$10.5K	0.17%	118
2022 Q3	$245K	Buy	+2,471	New	+$231K	0.16%	122

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

FirstPurpose Wealth's MPC Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Marathon Petroleum (MPC) stake by 30% in Q1 2024, selling an estimated $106K and leaving 1,422 shares worth $300K. The position accounts for 0.11% of the portfolio, ranked #160.

FirstPurpose Wealth first reported a position in MPC in Q3 2022 and has held it in 7 quarters since. The position peaked at $303K in Q4 2023. 1,689 funds tracked by Wall St. Rank hold MPC as of Q1 2024.

FirstPurpose Wealth held 1,422 shares of Marathon Petroleum worth $300K as of Q1 2024.
FirstPurpose Wealth sold 619 Marathon Petroleum shares in Q1 2024, an estimated $106K.
Marathon Petroleum made up 0.11% of FirstPurpose Wealth's portfolio in Q1 2024, its #160 holding.
FirstPurpose Wealth first reported a position in Marathon Petroleum in Q3 2022 and has held it in 7 quarters since.
FirstPurpose Wealth's Marathon Petroleum position peaked at $303K in Q4 2023.
1,689 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.