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Long Island Wealth Management’s Marathon Petroleum MPC Stock Holding History

Long Island 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
2024
Q1 		– Sell
-42
Closed -$6K – 277
2023
Q4 		$6K Buy
+42
New +$6.24K ﹤0.01% 253

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Long Island Wealth Management's MPC Position: Q1 2024 in Review

Long Island Wealth Management sold out of Marathon Petroleum (MPC) in Q1 2024, closing a stake of 42 shares — an estimated $6K sold.

Long Island Wealth Management first reported a position in MPC in Q4 2023 and held it in 1 quarter. The position peaked at $6K in Q4 2023. 1,688 funds tracked by Wall St. Rank hold MPC as of Q1 2024.

  • Long Island Wealth Management reported no remaining Marathon Petroleum position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 42 Marathon Petroleum shares in Q1 2024, an estimated $6K.
  • Long Island Wealth Management first reported a position in Marathon Petroleum in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Marathon Petroleum position peaked at $6K in Q4 2023.
  • 1,688 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.