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Laidlaw Wealth Management’s Marathon Petroleum MPC Stock Holding History

Laidlaw 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
2023
Q4 		– Sell
-2,553
Closed -$386K – 262
2023
Q3 		$386K Sell
2,553
-6,807
-73% -$949K 0.13% 175
2023
Q2 		$1.09M Sell
9,360
-24
-0.3% -$2.79K 0.21% 112
2023
Q1 		$1.27M Buy
9,384
+7,368
+365% +$922K 0.26% 100
2022
Q4 		$235K Sell
2,016
-7,004
-78% -$798K 0.05% 306
2022
Q3 		$896K Buy
9,020
+31
+0.3% +$2.9K 0.21% 120
2022
Q2 		$739K Sell
8,989
-2,778
-24% -$260K 0.15% 154
2022
Q1 		$1.01M Buy
11,767
+2,647
+29% +$201K 0.17% 143
2021
Q4 		$584K Buy
+9,120
New +$586K 0.09% 204

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Laidlaw Wealth Management's MPC Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Marathon Petroleum (MPC) in Q4 2023, closing a stake of 2,553 shares — an estimated $386K sold.

Laidlaw Wealth Management first reported a position in MPC in Q4 2021 and held it in 8 quarters. The position peaked at $1.27M in Q1 2023. 1,549 funds tracked by Wall St. Rank hold MPC as of Q4 2023.

  • Laidlaw Wealth Management reported no remaining Marathon Petroleum position as of Q4 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,553 Marathon Petroleum shares in Q4 2023, an estimated $386K.
  • Laidlaw Wealth Management first reported a position in Marathon Petroleum in Q4 2021 and held it in 8 quarters.
  • Laidlaw Wealth Management's Marathon Petroleum position peaked at $1.27M in Q1 2023.
  • 1,549 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.