Retirement Guys Formula’s Marathon Petroleum MPC Stock Holding History

Retirement Guys Formula’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	-1,050	Closed	-$212K	–	129
2024 Q1	$212K	Buy	+1,050	New	+$180K	0.1%	118
2022 Q2	–	Sell	-3,024	Closed	-$259K	–	134
2022 Q1	$259K	Sell	3,024 -314	-9%	-$23.9K	0.17%	101
2021 Q4	$214K	Buy	+3,338	New	+$215K	0.17%	105

Other funds holding MPC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Retirement Guys Formula's MPC Position: Q2 2024 in Review

Retirement Guys Formula sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 1,050 shares — an estimated $212K sold.

Retirement Guys Formula first reported a position in MPC in Q4 2021 and held it in 3 quarters. The position peaked at $259K in Q1 2022. 1,645 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

Retirement Guys Formula reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
Retirement Guys Formula sold 1,050 Marathon Petroleum shares in Q2 2024, an estimated $212K.
Retirement Guys Formula first reported a position in Marathon Petroleum in Q4 2021 and held it in 3 quarters.
Retirement Guys Formula's Marathon Petroleum position peaked at $259K in Q1 2022.
1,645 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on Retirement Guys Formula's 13F filing for Q2 2024, filed 1 Aug 2024.