IBEX Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

IBEX Wealth Advisors’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	-80,694	Closed	-$9.39M	–	299
2024 Q1	$9.39M	Buy	+80,694	New	+$13.8M	2.55%	9
2023 Q1	$7.89M	Sell	58,500 -22,194	-28%	-$2.78M	2.05%	13
2022 Q4	$9.39M	Sell	80,694 -1,191	-1%	-$136K	2.12%	9
2022 Q3	$8.13M	Buy	81,885 +6,258	+8%	+$586K	2.11%	12
2022 Q2	$6.22M	Sell	75,627 -1,850	-2%	-$173K	1.43%	23
2022 Q1	$6.62M	Buy	77,477 +71,566	+1,211%	+$5.44M	1.27%	25
2021 Q4	$378K	Buy	5,911 +583	+11%	+$37.5K	0.07%	138
2021 Q3	$329K	Buy	5,328 +1,044	+24%	+$60K	0.06%	141
2021 Q2	$259K	Buy	+4,284	New	+$251K	0.05%	152

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RJA

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

IBEX Wealth Advisors's MPC Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 80,694 shares — an estimated $9.39M sold.

IBEX Wealth Advisors first reported a position in MPC in Q2 2021 and held it in 9 quarters. The position peaked at $9.39M in Q1 2024. 1,645 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

IBEX Wealth Advisors reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 80,694 Marathon Petroleum shares in Q2 2024, an estimated $9.39M.
IBEX Wealth Advisors first reported a position in Marathon Petroleum in Q2 2021 and held it in 9 quarters.
IBEX Wealth Advisors's Marathon Petroleum position peaked at $9.39M in Q1 2024.
1,645 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.