LWM Advisory Services’s Marathon Petroleum MPC Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-5,387	Closed	-$551K	–	115
2022 Q3	$551K	Buy	5,387 +113	+2%	+$10.6K	0.62%	46
2022 Q2	$433K	Buy	5,274 +217	+4%	+$20.3K	0.52%	60
2022 Q1	$432K	Buy	5,057 +1,079	+27%	+$82K	0.54%	55
2021 Q4	$255K	Buy	+3,978	New	+$256K	0.32%	90

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LWM Advisory Services's MPC Position: Q4 2022 in Review

LWM Advisory Services sold out of Marathon Petroleum (MPC) in Q4 2022, closing a stake of 5,387 shares — an estimated $551K sold.

LWM Advisory Services first reported a position in MPC in Q4 2021 and held it in 4 quarters. The position peaked at $551K in Q3 2022. 1,387 funds tracked by Wall St. Rank hold MPC as of Q4 2022.

LWM Advisory Services reported no remaining Marathon Petroleum position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 5,387 Marathon Petroleum shares in Q4 2022, an estimated $551K.
LWM Advisory Services first reported a position in Marathon Petroleum in Q4 2021 and held it in 4 quarters.
LWM Advisory Services's Marathon Petroleum position peaked at $551K in Q3 2022.
1,387 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.