Sugarloaf Wealth Management’s Marathon Petroleum MPC Stock Holding History

Sugarloaf 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 Q4	$12K	Sell	86 -36	-30%	-$5.5K	﹤0.01%	472
2024 Q3	$19.9K	Buy	122 +36	+42%	+$6.08K	﹤0.01%	414
2024 Q2	$14.9K	Hold	86	–	–	﹤0.01%	438
2024 Q1	$17.3K	Hold	86	–	–	﹤0.01%	424
2023 Q4	$12.8K	Hold	86	–	–	﹤0.01%	462
2023 Q3	$13K	Hold	86	–	–	﹤0.01%	435
2023 Q2	$10K	Hold	86	–	–	﹤0.01%	476
2023 Q1	$11.6K	Hold	86	–	–	﹤0.01%	454
2022 Q4	$10K	Hold	86	–	–	﹤0.01%	496
2022 Q3	$9K	Hold	86	–	–	﹤0.01%	540
2022 Q2	$7K	Hold	86	–	–	﹤0.01%	565
2022 Q1	$7K	Hold	86	–	–	﹤0.01%	528
2021 Q4	$6K	Hold	86	–	–	﹤0.01%	575
2021 Q3	$5K	Hold	86	–	–	﹤0.01%	609
2021 Q2	$5K	Hold	86	–	–	﹤0.01%	600
2021 Q1	$5	Hold	86	–	–	﹤0.01%	591
2020 Q4	$4K	Hold	86	–	–	﹤0.01%	577
2020 Q3	$3K	Hold	86	–	–	﹤0.01%	580
2020 Q2	$3K	Hold	86	–	–	﹤0.01%	574
2020 Q1	$2K	Hold	86	–	–	﹤0.01%	601
2019 Q4	$5K	Buy	+86	New	+$5.38K	﹤0.01%	546

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Sugarloaf Wealth Management's MPC Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Marathon Petroleum (MPC) stake by 30% in Q4 2024, selling an estimated $5.5K and leaving 86 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Sugarloaf Wealth Management first reported a position in MPC in Q4 2019 and has held it in 21 quarters since. The position peaked at $19.9K in Q3 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

Sugarloaf Wealth Management held 86 shares of Marathon Petroleum worth $12K as of Q4 2024.
Sugarloaf Wealth Management sold 36 Marathon Petroleum shares in Q4 2024, an estimated $5.5K.
Marathon Petroleum made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #472 holding.
Sugarloaf Wealth Management first reported a position in Marathon Petroleum in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Marathon Petroleum position peaked at $19.9K in Q3 2024.
1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.