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Fulcrum Equity Management’s Marathon Petroleum MPC Stock Holding History

Fulcrum Equity 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
Q3 		– Sell
-1,170
Closed -$203K – 151
2024
Q2 		$203K Buy
+1,170
New +$218K 0.18% 127
2023
Q2 		– Sell
-1,784
Closed -$241K – 102
2023
Q1 		$241K Buy
+1,784
New +$223K 0.23% 82
2020
Q1 		– Sell
-8,140
Closed -$490K – 79
2019
Q4 		$490K Sell
8,140
-324
-4% -$20.3K 0.26% 61
2019
Q3 		$514K Buy
8,464
+356
+4% +$18.8K 0.26% 46
2019
Q2 		$392K Buy
8,108
+2,243
+38% +$123K 0.19% 58
2019
Q1 		$351K Buy
5,865
+142
+2% +$8.94K 0.12% 61
2018
Q4 		$338K Buy
+5,723
New +$391K 0.12% 37

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return