Heritage Wealth Management (Arizona)’s Marathon Petroleum MPC Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	–	Sell	-1,000	Closed	-$202K	–	183
2024 Q1	$202K	Buy	+1,000	New	+$171K	0.1%	173
2022 Q4	$295K	Buy	2,534 +1,297	+105%	+$148K	0.04%	295
2022 Q3	$123K	Hold	1,237	–	–	0.04%	306
2022 Q2	$102K	Sell	1,237 -1,000	-45%	-$93.5K	0.03%	332
2022 Q1	$191K	Buy	+2,237	New	+$170K	0.05%	278
2021 Q3	$130K	Buy	2,108 +707	+50%	+$40.7K	0.05%	299
2021 Q2	$85K	Buy	1,401 +237	+20%	+$13.9K	0.03%	367
2021 Q1	$62K	Buy	+1,164	New	+$58.8K	0.03%	333

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MPC Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 1,000 shares — an estimated $202K sold.

Heritage Wealth Management (Arizona) first reported a position in MPC in Q1 2021 and held it in 8 quarters. The position peaked at $295K in Q4 2022. 1,648 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

Heritage Wealth Management (Arizona) reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 1,000 Marathon Petroleum shares in Q2 2024, an estimated $202K.
Heritage Wealth Management (Arizona) first reported a position in Marathon Petroleum in Q1 2021 and held it in 8 quarters.
Heritage Wealth Management (Arizona)'s Marathon Petroleum position peaked at $295K in Q4 2022.
1,648 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.