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Heritage Wealth Partners’s Marathon Petroleum MPC Stock Holding History

Heritage Wealth Partners’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
Q4 		– Sell
-1,323
Closed -$216K – 69
2024
Q3 		$216K Sell
1,323
-49
-4% -$8.28K 0.25% 64
2024
Q2 		$238K Buy
+1,372
New +$255K 0.34% 51

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heritage Wealth Partners's MPC Position: Q4 2024 in Review

Heritage Wealth Partners sold out of Marathon Petroleum (MPC) in Q4 2024, closing a stake of 1,323 shares — an estimated $216K sold.

Heritage Wealth Partners first reported a position in MPC in Q2 2024 and held it in 2 quarters. The position peaked at $238K in Q2 2024. 1,559 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Heritage Wealth Partners reported no remaining Marathon Petroleum position as of Q4 2024 after selling out during the quarter.
  • Heritage Wealth Partners sold 1,323 Marathon Petroleum shares in Q4 2024, an estimated $216K.
  • Heritage Wealth Partners first reported a position in Marathon Petroleum in Q2 2024 and held it in 2 quarters.
  • Heritage Wealth Partners's Marathon Petroleum position peaked at $238K in Q2 2024.
  • 1,559 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Heritage Wealth Partners's 13F filing for Q4 2024, filed 13 Jan 2025.