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National Wealth Management Group’s Marathon Petroleum MPC Stock Holding History

National Wealth Management Group’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
-3,037
Closed -$353K – 153
2022
Q4 		$353K Buy
+3,037
New +$346K 0.42% 82

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

National Wealth Management Group's MPC Position: Q1 2023 in Review

National Wealth Management Group sold out of Marathon Petroleum (MPC) in Q1 2023, closing a stake of 3,037 shares — an estimated $353K sold.

National Wealth Management Group first reported a position in MPC in Q4 2022 and held it in 1 quarter. The position peaked at $353K in Q4 2022. 1,437 funds tracked by Wall St. Rank hold MPC as of Q1 2023.

  • National Wealth Management Group reported no remaining Marathon Petroleum position as of Q1 2023 after selling out during the quarter.
  • National Wealth Management Group sold 3,037 Marathon Petroleum shares in Q1 2023, an estimated $353K.
  • National Wealth Management Group first reported a position in Marathon Petroleum in Q4 2022 and held it in 1 quarter.
  • National Wealth Management Group's Marathon Petroleum position peaked at $353K in Q4 2022.
  • 1,437 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2023.

Based on National Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.