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Paragon Wealth Strategies’s Marathon Petroleum MPC Stock Holding History

Paragon Wealth Strategies’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
2022
Q4 		– Sell
-82
Closed -$8K – 265
2022
Q3 		$8K Buy
+82
New +$7.68K 0.01% 116
2021
Q3 		– Sell
-79
Closed -$5K – 195
2021
Q2 		$5K Buy
+79
New +$4.63K ﹤0.01% 228

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Paragon Wealth Strategies's MPC Position: Q4 2022 in Review

Paragon Wealth Strategies sold out of Marathon Petroleum (MPC) in Q4 2022, closing a stake of 82 shares — an estimated $8K sold.

Paragon Wealth Strategies first reported a position in MPC in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 1,387 funds tracked by Wall St. Rank hold MPC as of Q4 2022.

  • Paragon Wealth Strategies reported no remaining Marathon Petroleum position as of Q4 2022 after selling out during the quarter.
  • Paragon Wealth Strategies sold 82 Marathon Petroleum shares in Q4 2022, an estimated $8K.
  • Paragon Wealth Strategies first reported a position in Marathon Petroleum in Q2 2021 and held it in 2 quarters.
  • Paragon Wealth Strategies's Marathon Petroleum position peaked at $8K in Q3 2022.
  • 1,387 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2022.

Based on Paragon Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.