Tradition Wealth Management’s Marathon Petroleum MPC Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-98	Closed	-$14K	–	881
2023 Q4	$14K	Sell	98 -9	-8%	-$1.34K	﹤0.01%	927
2023 Q3	$16K	Sell	107 -24	-18%	-$3.35K	﹤0.01%	903
2023 Q2	$15K	Buy	131 +15	+13%	+$1.74K	﹤0.01%	947
2023 Q1	$16K	Buy	116 +21	+22%	+$2.63K	﹤0.01%	882
2022 Q4	$11K	Sell	95 -31	-25%	-$3.53K	﹤0.01%	885
2022 Q3	$12K	Buy	126 +6	+5%	+$562	﹤0.01%	884
2022 Q2	$10K	Hold	120	–	–	﹤0.01%	825
2022 Q1	$10K	Buy	120 +1	+0.8%	+$76	﹤0.01%	903
2021 Q4	$8K	Sell	119 -1,499	-93%	-$96.3K	﹤0.01%	964
2021 Q3	$100K	Hold	1,618	–	–	0.01%	371
2021 Q2	$98K	Buy	1,618 +1	+0.1%	+$59	0.01%	396
2021 Q1	$86K	Sell	1,617 -299	-16%	-$15.1K	0.01%	343
2020 Q4	$79K	Buy	+1,916	New	+$68.8K	0.02%	329

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Tradition Wealth Management's MPC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Marathon Petroleum (MPC) in Q1 2024, closing a stake of 98 shares — an estimated $14K sold.

Tradition Wealth Management first reported a position in MPC in Q4 2020 and held it in 13 quarters. The position peaked at $100K in Q3 2021. 1,688 funds tracked by Wall St. Rank hold MPC as of Q1 2024.

Tradition Wealth Management reported no remaining Marathon Petroleum position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 98 Marathon Petroleum shares in Q1 2024, an estimated $14K.
Tradition Wealth Management first reported a position in Marathon Petroleum in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Marathon Petroleum position peaked at $100K in Q3 2021.
1,688 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.