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Sheets Smith Wealth Management’s Marathon Petroleum MPC Stock Holding History

Sheets Smith Wealth Management’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
Q2 		– Sell
-3,979
Closed -$340K – 331
2022
Q1 		$340K Buy
+3,979
New +$303K 0.05% 258
2018
Q4 		– Sell
-2,682
Closed -$214K – 302
2018
Q3 		$214K Buy
+2,682
New +$212K 0.04% 323

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sheets Smith Wealth Management's MPC Position: Q2 2022 in Review

Sheets Smith Wealth Management sold out of Marathon Petroleum (MPC) in Q2 2022, closing a stake of 3,979 shares — an estimated $340K sold.

Sheets Smith Wealth Management first reported a position in MPC in Q3 2018 and held it in 2 quarters. The position peaked at $340K in Q1 2022. 1,232 funds tracked by Wall St. Rank hold MPC as of Q2 2022.

  • Sheets Smith Wealth Management reported no remaining Marathon Petroleum position as of Q2 2022 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,979 Marathon Petroleum shares in Q2 2022, an estimated $340K.
  • Sheets Smith Wealth Management first reported a position in Marathon Petroleum in Q3 2018 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Marathon Petroleum position peaked at $340K in Q1 2022.
  • 1,232 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.