Wagner Wealth Management (South Carolina)’s Marathon Petroleum MPC Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-1,215	Closed	-$121K	–	534
2022 Q3	$121K	Hold	1,215	–	–	0.09%	138
2022 Q2	$100K	Buy	+1,215	New	+$114K	0.08%	147
2022 Q1	–	Sell	-1,215	Closed	-$78K	–	486
2021 Q4	$78K	Buy	1,215 +1,000	+465%	+$64.3K	0.06%	201
2021 Q3	$14K	Hold	215	–	–	0.01%	424
2021 Q2	$13K	Hold	215	–	–	0.01%	457
2021 Q1	$12K	Buy	+215	New	+$10.9K	0.01%	444

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s MPC Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Marathon Petroleum (MPC) in Q4 2022, closing a stake of 1,215 shares — an estimated $121K sold.

Wagner Wealth Management (South Carolina) first reported a position in MPC in Q1 2021 and held it in 6 quarters. The position peaked at $121K in Q3 2022. 1,387 funds tracked by Wall St. Rank hold MPC as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Marathon Petroleum position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 1,215 Marathon Petroleum shares in Q4 2022, an estimated $121K.
Wagner Wealth Management (South Carolina) first reported a position in Marathon Petroleum in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Marathon Petroleum position peaked at $121K in Q3 2022.
1,387 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.