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Lake Street Private Wealth’s Marathon Petroleum MPC Stock Holding History

Lake Street Private Wealth’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
Q3 		– Sell
-5,211
Closed -$904K – 298
2024
Q2 		$904K Sell
5,211
-341
-6% -$63.4K 0.12% 155
2024
Q1 		$1.12M Buy
5,552
+1,080
+24% +$185K 0.15% 137
2023
Q4 		$663K Buy
+4,472
New +$664K 0.1% 173
2022
Q4 		– Sell
-2,104
Closed -$209K – 294
2022
Q3 		$209K Buy
+2,104
New +$197K 0.05% 259

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lake Street Private Wealth's MPC Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Marathon Petroleum (MPC) in Q3 2024, closing a stake of 5,211 shares — an estimated $904K sold.

Lake Street Private Wealth first reported a position in MPC in Q3 2022 and held it in 4 quarters. The position peaked at $1.12M in Q1 2024. 1,574 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

  • Lake Street Private Wealth reported no remaining Marathon Petroleum position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 5,211 Marathon Petroleum shares in Q3 2024, an estimated $904K.
  • Lake Street Private Wealth first reported a position in Marathon Petroleum in Q3 2022 and held it in 4 quarters.
  • Lake Street Private Wealth's Marathon Petroleum position peaked at $1.12M in Q1 2024.
  • 1,574 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.