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NEIRG Wealth Management’s Marathon Petroleum MPC Stock Holding History

NEIRG 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
Q3 		– Sell
-4,421
Closed -$515K – 74
2023
Q2 		$515K Buy
4,421
+475
+12% +$55.2K 0.1% 98
2023
Q1 		$532K Sell
3,946
-1,100
-22% -$138K 0.09% 101
2022
Q4 		$587K Buy
5,046
+1,184
+31% +$135K 0.11% 102
2022
Q3 		$384K Sell
3,862
-46
-1% -$4.31K 0.08% 111
2022
Q2 		$321K Buy
3,908
+1,157
+42% +$108K 0.07% 119
2022
Q1 		$235K Buy
+2,751
New +$209K 0.05% 122

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NEIRG Wealth Management's MPC Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Marathon Petroleum (MPC) in Q3 2023, closing a stake of 4,421 shares — an estimated $515K sold.

NEIRG Wealth Management first reported a position in MPC in Q1 2022 and held it in 6 quarters. The position peaked at $587K in Q4 2022. 1,473 funds tracked by Wall St. Rank hold MPC as of Q3 2023.

  • NEIRG Wealth Management reported no remaining Marathon Petroleum position as of Q3 2023 after selling out during the quarter.
  • NEIRG Wealth Management sold 4,421 Marathon Petroleum shares in Q3 2023, an estimated $515K.
  • NEIRG Wealth Management first reported a position in Marathon Petroleum in Q1 2022 and held it in 6 quarters.
  • NEIRG Wealth Management's Marathon Petroleum position peaked at $587K in Q4 2022.
  • 1,473 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.