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Tyler-Stone Wealth Management’s Marathon Petroleum MPC Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-145
Closed -$25.2K – 705
2024
Q2 		$25.2K Hold
145
– – 0.01% 487
2024
Q1 		$29.2K Hold
145
– – 0.01% 454
2023
Q4 		$21.5K Hold
145
– – 0.01% 490
2023
Q3 		$22K Hold
145
– – 0.01% 467
2023
Q2 		$17K Buy
+145
New +$16.9K 0.01% 509
2022
Q4 		$8K Hold
70
– – 0.01% 596
2022
Q3 		$7K Hold
70
– – 0.01% 601
2022
Q2 		$6K Hold
70
– – ﹤0.01% 639
2022
Q1 		$6K Hold
70
– – ﹤0.01% 653
2021
Q4 		$4K Buy
+70
New +$4.5K ﹤0.01% 731

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tyler-Stone Wealth Management's MPC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Marathon Petroleum (MPC) in Q3 2024, closing a stake of 145 shares — an estimated $25.2K sold.

Tyler-Stone Wealth Management first reported a position in MPC in Q4 2021 and held it in 10 quarters. The position peaked at $29.2K in Q1 2024. 1,574 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Marathon Petroleum position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 145 Marathon Petroleum shares in Q3 2024, an estimated $25.2K.
  • Tyler-Stone Wealth Management first reported a position in Marathon Petroleum in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Marathon Petroleum position peaked at $29.2K in Q1 2024.
  • 1,574 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.