Strategic Family Wealth Counselors’s Marathon Petroleum MPC Stock Holding History

Strategic Family Wealth Counselors’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
2025 Q1	–	Sell	-10,389	Closed	-$1.45M	–	143
2024 Q4	$1.45M	Sell	10,389 -6	-0.1%	-$916	0.47%	49
2024 Q3	$1.69M	Buy	10,395 +16	+0.2%	+$2.7K	0.59%	42
2024 Q2	$1.8M	Hold	10,379	–	–	0.68%	38
2024 Q1	$2.09M	Hold	10,379	–	–	0.83%	35
2023 Q4	$1.54M	Hold	10,379	–	–	0.65%	40
2023 Q3	$1.57M	Hold	10,379	–	–	0.75%	34
2023 Q2	$1.21M	Hold	10,379	–	–	0.56%	38
2023 Q1	$1.4M	Hold	10,379	–	–	0.66%	35
2022 Q4	$1.21M	Hold	10,379	–	–	0.6%	39
2022 Q3	$1.03M	Buy	10,379 +7	+0.1%	+$655	0.51%	36
2022 Q2	$853K	Buy	10,372 +46	+0.4%	+$4.3K	0.41%	39
2022 Q1	$883K	Hold	10,326	–	–	0.36%	42
2021 Q4	$661K	Hold	10,326	–	–	0.21%	53
2021 Q3	$638K	Hold	10,326	–	–	0.22%	47
2021 Q2	$624K	Hold	10,326	–	–	0.2%	48
2021 Q1	$552K	Hold	10,326	–	–	0.21%	48
2020 Q4	$427K	Hold	10,326	–	–	0.22%	56
2020 Q3	$303K	Hold	10,326	–	–	0.17%	59
2020 Q2	$386K	Hold	10,326	–	–	0.24%	53
2020 Q1	$244K	Hold	10,326	–	–	0.18%	64
2019 Q4	$622K	Hold	10,326	–	–	0.5%	37
2019 Q3	$627K	Hold	10,326	–	–	0.47%	37
2019 Q2	$577K	Hold	10,326	–	–	0.45%	36
2019 Q1	$618K	Hold	10,326	–	–	0.5%	34
2018 Q4	$609K	Buy	+10,326	New	+$705K	0.69%	27

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strategic Family Wealth Counselors's MPC Position: Q1 2025 in Review

Strategic Family Wealth Counselors sold out of Marathon Petroleum (MPC) in Q1 2025, closing a stake of 10,389 shares — an estimated $1.45M sold.

Strategic Family Wealth Counselors first reported a position in MPC in Q4 2018 and held it in 25 quarters. The position peaked at $2.09M in Q1 2024. 1,556 funds tracked by Wall St. Rank hold MPC as of Q1 2025.

Strategic Family Wealth Counselors reported no remaining Marathon Petroleum position as of Q1 2025 after selling out during the quarter.
Strategic Family Wealth Counselors sold 10,389 Marathon Petroleum shares in Q1 2025, an estimated $1.45M.
Strategic Family Wealth Counselors first reported a position in Marathon Petroleum in Q4 2018 and held it in 25 quarters.
Strategic Family Wealth Counselors's Marathon Petroleum position peaked at $2.09M in Q1 2024.
1,556 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2025.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2025, filed 8 May 2025.