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Unique Wealth Strategies’s Marathon Petroleum MPC Stock Holding History

Unique Wealth Strategies’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
Q4 		– Sell
-2,764
Closed -$450K – 227
2024
Q3 		$450K Sell
2,764
-3,781
-58% -$639K 0.19% 166
2024
Q2 		$1.32M Hold
6,545
– – 0.62% 35
2024
Q1 		$1.32M Buy
6,545
+2,163
+49% +$370K 0.65% 35
2023
Q4 		$650K Buy
+4,382
New +$651K 0.43% 97

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Unique Wealth Strategies's MPC Position: Q4 2024 in Review

Unique Wealth Strategies sold out of Marathon Petroleum (MPC) in Q4 2024, closing a stake of 2,764 shares — an estimated $450K sold.

Unique Wealth Strategies first reported a position in MPC in Q4 2023 and held it in 4 quarters. The position peaked at $1.32M in Q2 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Unique Wealth Strategies reported no remaining Marathon Petroleum position as of Q4 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 2,764 Marathon Petroleum shares in Q4 2024, an estimated $450K.
  • Unique Wealth Strategies first reported a position in Marathon Petroleum in Q4 2023 and held it in 4 quarters.
  • Unique Wealth Strategies's Marathon Petroleum position peaked at $1.32M in Q2 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Unique Wealth Strategies's 13F filing for Q4 2024, filed 14 Jul 2026.