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Precision Wealth Strategies’s Marathon Petroleum MPC Stock Holding History

Precision 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
2023
Q3 		– Sell
-4,630
Closed -$540K – 100
2023
Q2 		$540K Sell
4,630
-969
-17% -$113K 0.88% 24
2023
Q1 		$755K Sell
5,599
-213
-4% -$26.7K 1.18% 17
2022
Q4 		$676K Buy
5,812
+2,521
+77% +$287K 0.71% 23
2022
Q3 		$367K Buy
+3,291
New +$308K 0.32% 69
2022
Q2 		– Sell
-2,693
Closed -$230K – 170
2022
Q1 		$230K Buy
+2,693
New +$205K 0.14% 150

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

Precision Wealth Strategies's MPC Position: Q3 2023 in Review

Precision Wealth Strategies sold out of Marathon Petroleum (MPC) in Q3 2023, closing a stake of 4,630 shares — an estimated $540K sold.

Precision Wealth Strategies first reported a position in MPC in Q1 2022 and held it in 5 quarters. The position peaked at $755K in Q1 2023. 1,473 funds tracked by Wall St. Rank hold MPC as of Q3 2023.

  • Precision Wealth Strategies reported no remaining Marathon Petroleum position as of Q3 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 4,630 Marathon Petroleum shares in Q3 2023, an estimated $540K.
  • Precision Wealth Strategies first reported a position in Marathon Petroleum in Q1 2022 and held it in 5 quarters.
  • Precision Wealth Strategies's Marathon Petroleum position peaked at $755K in Q1 2023.
  • 1,473 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2023.

Based on Precision Wealth Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.