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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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return