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Wealth Management Associates’s Marathon Petroleum MPC Stock Holding History

Wealth Management Associates’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
2025
Q1 		– Sell
-2,650
Closed -$370K – 217
2024
Q4 		$370K Hold
2,650
– – 0.16% 125
2024
Q3 		$432K Buy
2,650
+455
+21% +$76.9K 0.19% 114
2024
Q2 		$381K Hold
2,195
– – 0.18% 112
2024
Q1 		$381K Sell
2,195
-350
-14% -$59.9K 0.18% 112
2023
Q4 		$378K Sell
2,545
-765
-23% -$114K 0.2% 110
2023
Q3 		$501K Buy
3,310
+390
+13% +$54.4K 0.29% 75
2023
Q2 		$340K Hold
2,920
– – 0.19% 107
2023
Q1 		$394K Hold
2,920
– – 0.24% 95
2022
Q4 		$340K Sell
2,920
-2,265
-44% -$258K 0.23% 103
2022
Q3 		$515K Buy
+5,185
New +$485K 0.36% 73

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Wealth Management Associates's MPC Position: Q1 2025 in Review

Wealth Management Associates sold out of Marathon Petroleum (MPC) in Q1 2025, closing a stake of 2,650 shares — an estimated $370K sold.

Wealth Management Associates first reported a position in MPC in Q3 2022 and held it in 10 quarters. The position peaked at $515K in Q3 2022. 1,555 funds tracked by Wall St. Rank hold MPC as of Q1 2025.

  • Wealth Management Associates reported no remaining Marathon Petroleum position as of Q1 2025 after selling out during the quarter.
  • Wealth Management Associates sold 2,650 Marathon Petroleum shares in Q1 2025, an estimated $370K.
  • Wealth Management Associates first reported a position in Marathon Petroleum in Q3 2022 and held it in 10 quarters.
  • Wealth Management Associates's Marathon Petroleum position peaked at $515K in Q3 2022.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2025.

Based on Wealth Management Associates's 13F filing for Q1 2025, filed 28 May 2025.