NewSquare Capital’s Marathon Petroleum MPC Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-199	Closed	-$33.1K	–	827
2025 Q2	$33.1K	Buy	199 +101	+103%	+$15.1K	﹤0.01%	360
2025 Q1	$14.3K	Buy	98 +88	+880%	+$13K	﹤0.01%	458
2024 Q4	$1.4K	Buy	+10	New	+$1.53K	﹤0.01%	617
2024 Q1	–	Sell	-394	Closed	-$58.5K	–	503
2023 Q4	$58.5K	Buy	+394	New	+$58.5K	0.01%	184
2020 Q3	–	Sell	-705	Closed	-$26K	–	380
2020 Q2	$26K	Sell	705 -1,520	-68%	-$48.8K	﹤0.01%	189
2020 Q1	$53K	Buy	2,225 +1,520	+216%	+$70K	0.01%	173
2019 Q4	$42K	Hold	705	–	–	0.01%	174
2019 Q3	$43K	Sell	705 -1,520	-68%	-$80.1K	0.01%	148
2019 Q2	$124K	Buy	2,225 +1,520	+216%	+$83.2K	0.02%	133
2019 Q1	$42K	Sell	705 -87	-11%	-$5.47K	0.01%	172
2018 Q4	$47K	Hold	792	–	–	0.01%	156
2018 Q3	$63K	Hold	792	–	–	0.01%	159
2018 Q2	$57K	Hold	792	–	–	0.01%	165
2018 Q1	$58K	Sell	792 -42	-5%	-$2.89K	0.01%	145
2017 Q4	$55K	Buy	834 +87	+12%	+$5.33K	0.01%	149
2017 Q3	$42K	Buy	+747	New	+$40.1K	0.01%	142

Other funds holding MPC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return