LeJeune Puetz Investment Counsel’s Marathon Petroleum MPC Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	$270K	Hold	2,000	–	–	0.1%	141
2022 Q4	$233K	Hold	2,000	–	–	0.09%	148
2022 Q3	$199K	Hold	2,000	–	–	0.08%	148
2022 Q2	$164K	Hold	2,000	–	–	0.06%	161
2022 Q1	$171K	Hold	2,000	–	–	0.06%	166
2021 Q4	$128K	Hold	2,000	–	–	0.04%	184
2021 Q3	$124K	Hold	2,000	–	–	0.05%	185
2021 Q2	$121K	Hold	2,000	–	–	0.04%	180
2021 Q1	$107K	Buy	+2,000	New	+$101K	0.04%	182

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

LeJeune Puetz Investment Counsel's MPC Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel held its Marathon Petroleum (MPC) position steady in Q1 2023 at 2,000 shares worth $270K. The position accounts for 0.1% of the portfolio, ranked #141.

LeJeune Puetz Investment Counsel first reported a position in MPC in Q1 2021 and has held it in 9 quarters since. 1,437 funds tracked by Wall St. Rank hold MPC as of Q1 2023.

LeJeune Puetz Investment Counsel held 2,000 shares of Marathon Petroleum worth $270K as of Q1 2023.
LeJeune Puetz Investment Counsel left its Marathon Petroleum share count unchanged in Q1 2023.
Marathon Petroleum made up 0.1% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #141 holding.
LeJeune Puetz Investment Counsel first reported a position in Marathon Petroleum in Q1 2021 and has held it in 9 quarters since.
1,437 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.