Wealth Effects’s Marathon Petroleum MPC Stock Holding History

Wealth Effects’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	-23,500	Closed	-$3.49M	–	225
2023 Q4	$3.49M	Buy	+23,500	New	+$3.49M	1.31%	13

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

Wealth Effects's MPC Position: Q1 2024 in Review

Wealth Effects sold out of Marathon Petroleum (MPC) in Q1 2024, closing a stake of 23,500 shares — an estimated $3.49M sold.

Wealth Effects first reported a position in MPC in Q4 2023 and held it in 1 quarter. The position peaked at $3.49M in Q4 2023. 1,688 funds tracked by Wall St. Rank hold MPC as of Q1 2024.

Wealth Effects reported no remaining Marathon Petroleum position as of Q1 2024 after selling out during the quarter.
Wealth Effects sold 23,500 Marathon Petroleum shares in Q1 2024, an estimated $3.49M.
Wealth Effects first reported a position in Marathon Petroleum in Q4 2023 and held it in 1 quarter.
Wealth Effects's Marathon Petroleum position peaked at $3.49M in Q4 2023.
1,688 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2024.

Based on Wealth Effects's 13F filing for Q1 2024, filed 22 Apr 2024.