TRUE Private Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

TRUE Private 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
2024 Q2	–	Sell	-1,068	Closed	-$215K	–	290
2024 Q1	$215K	Buy	+1,068	New	+$183K	0.02%	267
2021 Q1	–	Sell	-908	Closed	-$37K	–	522
2020 Q4	$37K	Hold	908	–	–	0.01%	383
2020 Q3	$26K	Buy	908 +3	+0.3%	+$105	﹤0.01%	397
2020 Q2	$33K	Buy	905 +281	+45%	+$9.03K	0.01%	361
2020 Q1	$14K	Sell	624 -76	-11%	-$3.5K	﹤0.01%	406
2019 Q4	$42K	Buy	+700	New	+$43.8K	0.01%	389
2019 Q3	–	Sell	-901	Closed	-$50K	–	534
2019 Q2	$50K	Buy	+901	New	+$49.3K	0.01%	347
2018 Q4	–	Sell	-643	Closed	-$51.5K	–	663
2018 Q3	$51.5K	Buy	+643	New	+$50.9K	0.01%	457

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TRUE Private Wealth Advisors's MPC Position: Q2 2024 in Review

TRUE Private Wealth Advisors sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 1,068 shares — an estimated $215K sold.

TRUE Private Wealth Advisors first reported a position in MPC in Q3 2018 and held it in 8 quarters. The position peaked at $215K in Q1 2024. 1,648 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

TRUE Private Wealth Advisors reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,068 Marathon Petroleum shares in Q2 2024, an estimated $215K.
TRUE Private Wealth Advisors first reported a position in Marathon Petroleum in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Marathon Petroleum position peaked at $215K in Q1 2024.
1,648 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.