MinichMacGregor Wealth Management’s Marathon Petroleum MPC Stock Holding History

MinichMacGregor Wealth Management’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 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

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MinichMacGregor Wealth Management's MPC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Marathon Petroleum (MPC) in Q1 2023, closing a stake of 142 shares — an estimated $16.5K sold.

MinichMacGregor Wealth Management first reported a position in MPC in Q4 2015 and held it in 13 quarters. The position peaked at $18K in Q3 2018. 1,437 funds tracked by Wall St. Rank hold MPC as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Marathon Petroleum position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 142 Marathon Petroleum shares in Q1 2023, an estimated $16.5K.
MinichMacGregor Wealth Management first reported a position in Marathon Petroleum in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Marathon Petroleum position peaked at $18K in Q3 2018.
1,437 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.