Mark Sheptoff Financial Planning’s Marathon Petroleum MPC Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-625	Closed	-$40K	–	468
2021 Q4	$40K	Hold	625	–	–	0.02%	194
2021 Q3	$39K	Hold	625	–	–	0.02%	193
2021 Q2	$38K	Buy	+625	New	+$36.6K	0.02%	212
2019 Q4	–	Sell	-200	Closed	-$12K	–	374
2019 Q3	$12K	Sell	200 -1,661	-89%	-$87.6K	0.01%	259
2019 Q2	$104K	Sell	1,861 -324	-15%	-$17.7K	0.07%	117
2019 Q1	$131K	Sell	2,185 -665	-23%	-$41.8K	0.09%	109
2018 Q4	$168K	Buy	+2,850	New	+$195K	0.14%	87

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's MPC Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Marathon Petroleum (MPC) in Q1 2022, closing a stake of 625 shares — an estimated $40K sold.

Mark Sheptoff Financial Planning first reported a position in MPC in Q4 2018 and held it in 7 quarters. The position peaked at $168K in Q4 2018. 1,185 funds tracked by Wall St. Rank hold MPC as of Q1 2022.

Mark Sheptoff Financial Planning reported no remaining Marathon Petroleum position as of Q1 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 625 Marathon Petroleum shares in Q1 2022, an estimated $40K.
Mark Sheptoff Financial Planning first reported a position in Marathon Petroleum in Q4 2018 and held it in 7 quarters.
Mark Sheptoff Financial Planning's Marathon Petroleum position peaked at $168K in Q4 2018.
1,185 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.