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Maxwell Wealth Strategies’s Marathon Petroleum MPC Stock Holding History

Maxwell Wealth Strategies’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 		$2.19M Sell
15,712
-2,419
-13% -$369K 0.89% 32
2024
Q3 		$2.71M Buy
18,131
+2,374
+15% +$401K 1.15% 26
2024
Q2 		$2.73M Buy
15,757
+76
+0.5% +$14.1K 1.34% 22
2024
Q1 		$2.7M Buy
15,681
+311
+2% +$53.2K 1.37% 23
2023
Q4 		$2.28M Buy
+15,370
New +$2.28M 1.49% 26

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Maxwell Wealth Strategies's MPC Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Marathon Petroleum (MPC) stake by 13% in Q4 2024, selling an estimated $369K and leaving 15,712 shares worth $2.19M. The position accounts for 0.89% of the portfolio, ranked #32.

Maxwell Wealth Strategies first reported a position in MPC in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.73M in Q2 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Maxwell Wealth Strategies held 15,712 shares of Marathon Petroleum worth $2.19M as of Q4 2024.
  • Maxwell Wealth Strategies sold 2,419 Marathon Petroleum shares in Q4 2024, an estimated $369K.
  • Marathon Petroleum made up 0.89% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #32 holding.
  • Maxwell Wealth Strategies first reported a position in Marathon Petroleum in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Marathon Petroleum position peaked at $2.73M in Q2 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.