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MWM
MinichMacGregor Wealth Management’s
Marathon Petroleum
MPC
Stock Holding History
MinichMacGregor Wealth Management’s Portfolio
MPC Stock Details
MPC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-142
Closed
-$16.5K
–
424
2022
Q4
$16.5K
Buy
+142
New
+$16.2K
0.01%
348
2018
Q4
–
Sell
-228
Closed
-$18K
–
338
2018
Q3
$18K
Hold
228
–
–
0.01%
227
2018
Q2
$16K
Buy
228
+15
+7%
+$1.15K
0.01%
236
2018
Q1
$15K
Hold
213
–
–
0.01%
242
2017
Q4
$14K
Hold
213
–
–
0.01%
254
2017
Q3
$11K
Hold
213
–
–
0.01%
268
2017
Q2
$11K
Hold
213
–
–
0.01%
259
2017
Q1
$10K
Hold
213
–
–
0.01%
272
2016
Q4
$10K
Hold
213
–
–
0.01%
262
2016
Q3
$8K
Sell
213
-23
-10%
-$933
0.01%
301
2016
Q2
$8K
Buy
236
+2
+0.9%
+$73
0.01%
288
2016
Q1
$8K
Buy
234
+125
+115%
+$4.75K
0.01%
277
2015
Q4
$11K
Buy
+109
New
+$5.7K
0.01%
224
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$432B AUM
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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