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Tower Wealth Partners’s Marathon Petroleum MPC Stock Holding History

Tower 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
2023
Q2 		– Sell
-1,568
Closed -$211K – 51
2023
Q1 		$211K Buy
+1,568
New +$196K 0.18% 49
2022
Q2 		– Sell
-2,695
Closed -$230K – 51
2022
Q1 		$230K Buy
+2,695
New +$205K 0.25% 44

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Tower Wealth Partners's MPC Position: Q2 2023 in Review

Tower Wealth Partners sold out of Marathon Petroleum (MPC) in Q2 2023, closing a stake of 1,568 shares — an estimated $211K sold.

Tower Wealth Partners first reported a position in MPC in Q1 2022 and held it in 2 quarters. The position peaked at $230K in Q1 2022. 1,353 funds tracked by Wall St. Rank hold MPC as of Q2 2023.

  • Tower Wealth Partners reported no remaining Marathon Petroleum position as of Q2 2023 after selling out during the quarter.
  • Tower Wealth Partners sold 1,568 Marathon Petroleum shares in Q2 2023, an estimated $211K.
  • Tower Wealth Partners first reported a position in Marathon Petroleum in Q1 2022 and held it in 2 quarters.
  • Tower Wealth Partners's Marathon Petroleum position peaked at $230K in Q1 2022.
  • 1,353 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2023.

Based on Tower Wealth Partners's 13F filing for Q2 2023, filed 31 Jul 2023.