Lifestyle Asset Management’s Marathon Petroleum MPC Stock Holding History

Lifestyle Asset 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 Q4	–	Sell	-5,969	Closed	-$972K	–	115
2024 Q3	$972K	Buy	5,969 +268	+5%	+$45.3K	0.54%	45
2024 Q2	$989K	Sell	5,701 -850	-13%	-$158K	0.57%	40
2024 Q1	$1.32M	Sell	6,551 -1,515	-19%	-$259K	0.78%	24
2023 Q4	$1.2M	Sell	8,066 -198	-2%	-$29.4K	0.67%	31
2023 Q3	$1.25M	Sell	8,264 -889	-10%	-$124K	0.76%	18
2023 Q2	$1.07M	Sell	9,153 -220	-2%	-$25.6K	0.64%	29
2023 Q1	$1.26M	Sell	9,373 -599	-6%	-$74.9K	0.85%	16
2022 Q4	$1.16M	Buy	+9,972	New	+$1.14M	0.93%	13

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Lifestyle Asset Management's MPC Position: Q4 2024 in Review

Lifestyle Asset Management sold out of Marathon Petroleum (MPC) in Q4 2024, closing a stake of 5,969 shares — an estimated $972K sold.

Lifestyle Asset Management first reported a position in MPC in Q4 2022 and held it in 8 quarters. The position peaked at $1.32M in Q1 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

Lifestyle Asset Management reported no remaining Marathon Petroleum position as of Q4 2024 after selling out during the quarter.
Lifestyle Asset Management sold 5,969 Marathon Petroleum shares in Q4 2024, an estimated $972K.
Lifestyle Asset Management first reported a position in Marathon Petroleum in Q4 2022 and held it in 8 quarters.
Lifestyle Asset Management's Marathon Petroleum position peaked at $1.32M in Q1 2024.
1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Lifestyle Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.