Lake Point Wealth Management’s Marathon Petroleum MPC Stock Holding History

Lake Point 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
2022 Q2	$16K	Hold	200	–	–	0.01%	129
2022 Q1	$17K	Hold	200	–	–	0.01%	119
2021 Q4	$13K	Hold	200	–	–	0.01%	148
2021 Q3	$12K	Hold	200	–	–	0.01%	148
2021 Q2	$12K	Buy	+200	New	+$11.7K	0.01%	157
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	162
2019 Q4	$12K	Buy	+200	New	+$12.5K	﹤0.01%	255
2019 Q2	$11K	Hold	200	–	–	﹤0.01%	312
2019 Q1	$11K	Hold	200	–	–	﹤0.01%	312
2018 Q4	$12K	Buy	+200	New	+$13.6K	﹤0.01%	431

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Lake Point Wealth Management's MPC Position: Q2 2022 in Review

Lake Point Wealth Management held its Marathon Petroleum (MPC) position steady in Q2 2022 at 200 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #129.

Lake Point Wealth Management first reported a position in MPC in Q4 2018 and has held it in 10 quarters since. The position peaked at $17K in Q1 2022. 1,232 funds tracked by Wall St. Rank hold MPC as of Q2 2022.

Lake Point Wealth Management held 200 shares of Marathon Petroleum worth $16K as of Q2 2022.
Lake Point Wealth Management left its Marathon Petroleum share count unchanged in Q2 2022.
Marathon Petroleum made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #129 holding.
Lake Point Wealth Management first reported a position in Marathon Petroleum in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Marathon Petroleum position peaked at $17K in Q1 2022.
1,232 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.