Omnia Family Wealth’s Marathon Petroleum MPC Stock Holding History

Omnia Family Wealth’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
2026 Q2	$200K	Buy	+784	New	+$192K	0.05%	101
2019 Q2	–	Sell	-33	Closed	-$2K	–	360
2019 Q1	$2K	Hold	33	–	–	﹤0.01%	472
2018 Q4	$2K	Hold	33	–	–	﹤0.01%	424
2018 Q3	$3K	Hold	33	–	–	﹤0.01%	379
2018 Q2	$2K	Hold	33	–	–	﹤0.01%	445
2018 Q1	$2K	Hold	33	–	–	﹤0.01%	460
2017 Q4	$2K	Hold	33	–	–	﹤0.01%	467
2017 Q3	$2K	Sell	33 -120	-78%	-$6.44K	﹤0.01%	479
2017 Q2	$8K	Hold	153	–	–	﹤0.01%	318
2017 Q1	$8K	Hold	153	–	–	﹤0.01%	316
2016 Q4	$8K	Buy	+153	New	+$6.95K	﹤0.01%	316

Other funds holding MPC

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return