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Minot Wealth Management’s Marathon Petroleum MPC Stock Holding History

Minot 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
2022
Q2 		$496K Buy
6,035
+1,835
+44% +$172K 0.13% 114
2022
Q1 		$359K Buy
4,200
+803
+24% +$61K 0.08% 146
2021
Q4 		$217K Hold
3,397
– – 0.04% 185
2021
Q3 		$210K Sell
3,397
-1,500
-31% -$86.3K 0.05% 193
2021
Q2 		$281K Buy
+4,897
New +$287K 0.06% 166

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Minot Wealth Management's MPC Position: Q2 2022 in Review

Minot Wealth Management increased its Marathon Petroleum (MPC) stake by 44% in Q2 2022, buying an estimated $172K and bringing the position to 6,035 shares worth $496K. The position accounts for 0.13% of the portfolio, ranked #114.

Minot Wealth Management first reported a position in MPC in Q2 2021 and has held it in 5 quarters since. 1,232 funds tracked by Wall St. Rank hold MPC as of Q2 2022.

  • Minot Wealth Management held 6,035 shares of Marathon Petroleum worth $496K as of Q2 2022.
  • Minot Wealth Management bought 1,835 Marathon Petroleum shares in Q2 2022, an estimated $172K.
  • Marathon Petroleum made up 0.13% of Minot Wealth Management's portfolio in Q2 2022, its #114 holding.
  • Minot Wealth Management first reported a position in Marathon Petroleum in Q2 2021 and has held it in 5 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.