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SYSTM Wealth Solutions’s Marathon Petroleum MPC Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-1,436
Closed -$289K – 845
2024
Q1 		$289K Sell
1,436
-94
-6% -$16.1K 0.04% 354
2023
Q4 		$227K Sell
1,530
-562
-27% -$83.5K 0.03% 364
2023
Q3 		$317K Sell
2,092
-221
-10% -$30.8K 0.05% 353
2023
Q2 		$270K Sell
2,313
-136
-6% -$15.8K 0.04% 403
2023
Q1 		$330K Buy
2,449
+305
+14% +$38.2K 0.05% 364
2022
Q4 		$250K Buy
+2,144
New +$244K 0.03% 467

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SYSTM Wealth Solutions's MPC Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 1,436 shares — an estimated $289K sold.

SYSTM Wealth Solutions first reported a position in MPC in Q4 2022 and held it in 6 quarters. The position peaked at $330K in Q1 2023. 1,645 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,436 Marathon Petroleum shares in Q2 2024, an estimated $289K.
  • SYSTM Wealth Solutions first reported a position in Marathon Petroleum in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Marathon Petroleum position peaked at $330K in Q1 2023.
  • 1,645 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.