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One Wealth Management Investment & Advisory Services’s Marathon Petroleum MPC Stock Holding History

One Wealth Management Investment & Advisory Services’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
2024
Q2 		– Sell
-1,004
Closed -$202K – 146
2024
Q1 		$202K Buy
+1,004
New +$172K 0.08% 137

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's MPC Position: Q2 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 1,004 shares — an estimated $202K sold.

One Wealth Management Investment & Advisory Services first reported a position in MPC in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 1,645 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,004 Marathon Petroleum shares in Q2 2024, an estimated $202K.
  • One Wealth Management Investment & Advisory Services first reported a position in Marathon Petroleum in Q1 2024 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Marathon Petroleum position peaked at $202K in Q1 2024.
  • 1,645 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2024, filed 6 Aug 2024.