Straight Path Wealth Management’s Marathon Petroleum MPC Stock Holding History

Straight Path 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
2024 Q1	–	Sell	-7,003	Closed	-$1.04M	–	96
2023 Q4	$1.04M	Hold	7,003	–	–	0.61%	24
2023 Q3	$1.06M	Hold	7,003	–	–	0.72%	17
2023 Q2	$817K	Hold	7,003	–	–	0.56%	24
2023 Q1	$944K	Buy	7,003 +3	+0%	+$375	0.75%	19
2022 Q4	$815K	Hold	7,000	–	–	0.78%	24
2022 Q3	$695K	Hold	7,000	–	–	0.62%	30
2022 Q2	$575K	Hold	7,000	–	–	0.56%	31
2022 Q1	$599K	Sell	7,000 -10,000	-59%	-$760K	0.51%	31
2021 Q4	$1.09M	Buy	+17,000	New	+$1.09M	0.95%	18

Other funds holding MPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Straight Path Wealth Management's MPC Position: Q1 2024 in Review

Straight Path Wealth Management sold out of Marathon Petroleum (MPC) in Q1 2024, closing a stake of 7,003 shares — an estimated $1.04M sold.

Straight Path Wealth Management first reported a position in MPC in Q4 2021 and held it in 9 quarters. The position peaked at $1.09M in Q4 2021. 1,691 funds tracked by Wall St. Rank hold MPC as of Q1 2024.

Straight Path Wealth Management reported no remaining Marathon Petroleum position as of Q1 2024 after selling out during the quarter.
Straight Path Wealth Management sold 7,003 Marathon Petroleum shares in Q1 2024, an estimated $1.04M.
Straight Path Wealth Management first reported a position in Marathon Petroleum in Q4 2021 and held it in 9 quarters.
Straight Path Wealth Management's Marathon Petroleum position peaked at $1.09M in Q4 2021.
1,691 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2024.

Based on Straight Path Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.