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Summit Wealth Group’s Marathon Petroleum MPC Stock Holding History

Summit Wealth Group’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
Q1 		– Sell
-4,000
Closed -$256K – 34
2021
Q4 		$256K Buy
+4,000
New +$257K 0.29% 24
2021
Q3 		– Sell
-69
Closed -$4K – 155
2021
Q2 		$4K Hold
69
– – 0.01% 140
2021
Q1 		$4K Buy
+69
New +$3.48K 0.01% 131

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Wealth Group's MPC Position: Q1 2022 in Review

Summit Wealth Group sold out of Marathon Petroleum (MPC) in Q1 2022, closing a stake of 4,000 shares — an estimated $256K sold.

Summit Wealth Group first reported a position in MPC in Q1 2021 and held it in 3 quarters. The position peaked at $256K in Q4 2021. 1,185 funds tracked by Wall St. Rank hold MPC as of Q1 2022.

  • Summit Wealth Group reported no remaining Marathon Petroleum position as of Q1 2022 after selling out during the quarter.
  • Summit Wealth Group sold 4,000 Marathon Petroleum shares in Q1 2022, an estimated $256K.
  • Summit Wealth Group first reported a position in Marathon Petroleum in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Marathon Petroleum position peaked at $256K in Q4 2021.
  • 1,185 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2022.

Based on Summit Wealth Group's 13F filing for Q1 2022, filed 4 May 2022.