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TFO Wealth Partners’s Marathon Petroleum MPC Stock Holding History

TFO Wealth Partners’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
-10
Closed -$2.02K – 496
2024
Q1 		$2.02K Hold
10
– – ﹤0.01% 119
2023
Q4 		$1.48K Sell
10
-9
-47% -$1.34K ﹤0.01% 154
2023
Q3 		$2.21K Buy
19
+9
+90% +$1.25K ﹤0.01% 201
2023
Q2 		$1.17K Hold
10
– – ﹤0.01% 198
2023
Q1 		$1.35K Buy
10
+9
+900% +$1.13K ﹤0.01% 155
2022
Q4 		$83 Buy
+1
New +$114 ﹤0.01% 808
2022
Q2 		– Sell
-139
Closed -$12K – 502
2022
Q1 		$12K Buy
+139
New +$10.6K ﹤0.01% 95
2021
Q4 		– Sell
-139
Closed -$9K – 174
2021
Q3 		$9K Buy
+139
New +$7.99K ﹤0.01% 95

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

TFO Wealth Partners's MPC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 10 shares — an estimated $2.02K sold.

TFO Wealth Partners first reported a position in MPC in Q3 2021 and held it in 8 quarters. The position peaked at $12K in Q1 2022. 1,645 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 10 Marathon Petroleum shares in Q2 2024, an estimated $2.02K.
  • TFO Wealth Partners first reported a position in Marathon Petroleum in Q3 2021 and held it in 8 quarters.
  • TFO Wealth Partners's Marathon Petroleum position peaked at $12K in Q1 2022.
  • 1,645 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.