TPB Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

TPB Wealth Advisors’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 Q1	$245K	Hold	1,814	–	–	0.13%	37
2022 Q4	$211K	Buy	+1,814	New	+$207K	0.11%	45

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

TPB Wealth Advisors's MPC Position: Q1 2023 in Review

TPB Wealth Advisors held its Marathon Petroleum (MPC) position steady in Q1 2023 at 1,814 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #37.

TPB Wealth Advisors first reported a position in MPC in Q4 2022 and has held it in 2 quarters since. 1,438 funds tracked by Wall St. Rank hold MPC as of Q1 2023.

TPB Wealth Advisors held 1,814 shares of Marathon Petroleum worth $245K as of Q1 2023.
TPB Wealth Advisors left its Marathon Petroleum share count unchanged in Q1 2023.
Marathon Petroleum made up 0.13% of TPB Wealth Advisors's portfolio in Q1 2023, its #37 holding.
TPB Wealth Advisors first reported a position in Marathon Petroleum in Q4 2022 and has held it in 2 quarters since.
1,438 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2023.

Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.