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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fulcrum Equity Management's MPC Position: Q3 2024 in Review

Fulcrum Equity Management sold out of Marathon Petroleum (MPC) in Q3 2024, closing a stake of 1,170 shares — an estimated $203K sold.

Fulcrum Equity Management first reported a position in MPC in Q4 2018 and held it in 7 quarters. The position peaked at $514K in Q3 2019. 1,578 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

Fulcrum Equity Management reported no remaining Marathon Petroleum position as of Q3 2024 after selling out during the quarter.
Fulcrum Equity Management sold 1,170 Marathon Petroleum shares in Q3 2024, an estimated $203K.
Fulcrum Equity Management first reported a position in Marathon Petroleum in Q4 2018 and held it in 7 quarters.
Fulcrum Equity Management's Marathon Petroleum position peaked at $514K in Q3 2019.
1,578 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Fulcrum Equity Management's 13F filing for Q3 2024, filed 22 Nov 2024.