Janiczek Wealth Management’s Marathon Petroleum MPC Stock Holding History

Janiczek Wealth 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 Q2	$49.6K	Hold	286	–	–	0.01%	400
2024 Q1	$57.6K	Sell	286 -9	-3%	-$1.54K	0.01%	385
2023 Q4	$43.8K	Buy	295 +47	+19%	+$6.98K	0.01%	407
2023 Q3	$37.5K	Buy	248 +24	+11%	+$3.35K	0.01%	408
2023 Q2	$26.1K	Sell	224 -222	-50%	-$25.8K	0.01%	420
2023 Q1	$58.3K	Buy	446 +24	+6%	+$3K	0.02%	295
2022 Q4	$51.1K	Sell	422 -5	-1%	-$570	0.01%	313
2022 Q3	$45K	Buy	427 +421	+7,017%	+$39.4K	0.01%	325
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	888
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	880
2021 Q4	$0	Hold	6	–	–	﹤0.01%	1067
2021 Q3	$0	Buy	+6	New	+$345	﹤0.01%	1012

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

Janiczek Wealth Management's MPC Position: Q2 2024 in Review

Janiczek Wealth Management held its Marathon Petroleum (MPC) position steady in Q2 2024 at 286 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #400.

Janiczek Wealth Management first reported a position in MPC in Q3 2021 and has held it in 12 quarters since. The position peaked at $58.3K in Q1 2023. 1,645 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

Janiczek Wealth Management held 286 shares of Marathon Petroleum worth $49.6K as of Q2 2024.
Janiczek Wealth Management left its Marathon Petroleum share count unchanged in Q2 2024.
Marathon Petroleum made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #400 holding.
Janiczek Wealth Management first reported a position in Marathon Petroleum in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's Marathon Petroleum position peaked at $58.3K in Q1 2023.
1,645 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.