McKinley Carter Wealth Services’s Marathon Petroleum MPC Stock Holding History

McKinley Carter Wealth 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
2023 Q2	–	Sell	-2,497	Closed	-$337K	–	307
2023 Q1	$337K	Buy	2,497 +1	+0%	+$125	0.03%	243
2022 Q4	$291K	Hold	2,496	–	–	0.02%	246
2022 Q3	$248K	Sell	2,496 -116	-4%	-$10.9K	0.02%	250
2022 Q2	$215K	Buy	+2,612	New	+$244K	0.02%	277
2019 Q4	–	Sell	-6,342	Closed	-$385K	–	190
2019 Q3	$385K	Hold	6,342	–	–	0.1%	123
2019 Q2	$354K	Buy	+6,342	New	+$347K	0.1%	126
2018 Q2	–	Sell	-782	Closed	-$57K	–	297
2018 Q1	$57K	Buy	+782	New	+$53.8K	0.02%	249

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

McKinley Carter Wealth Services's MPC Position: Q2 2023 in Review

McKinley Carter Wealth Services sold out of Marathon Petroleum (MPC) in Q2 2023, closing a stake of 2,497 shares — an estimated $337K sold.

McKinley Carter Wealth Services first reported a position in MPC in Q1 2018 and held it in 7 quarters. The position peaked at $385K in Q3 2019. 1,353 funds tracked by Wall St. Rank hold MPC as of Q2 2023.

McKinley Carter Wealth Services reported no remaining Marathon Petroleum position as of Q2 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 2,497 Marathon Petroleum shares in Q2 2023, an estimated $337K.
McKinley Carter Wealth Services first reported a position in Marathon Petroleum in Q1 2018 and held it in 7 quarters.
McKinley Carter Wealth Services's Marathon Petroleum position peaked at $385K in Q3 2019.
1,353 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2023, filed 3 Aug 2023.