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WealthPLAN Partners’s Marathon Petroleum MPC Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-118
Closed -$13.8K – 814
2023
Q2 		$13.8K Hold
118
– – ﹤0.01% 740
2023
Q1 		$15.9K Buy
+118
New +$14.8K ﹤0.01% 770
2017
Q2 		– Sell
-100
Closed -$4.94K – 332
2017
Q1 		$4.94K Buy
+100
New +$4.98K 0.02% 349
2016
Q3 		$43.7K Sell
1,057
-1,548
-59% -$62.8K 0.01% 358
2016
Q2 		$40.2K Buy
+2,605
New +$95.7K 0.01% 1023
2015
Q4 		$40 Buy
+776
New +$40.6K ﹤0.01% 1674
2015
Q2 		$20K Buy
+388
New +$19.7K 0.01% 252

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's MPC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Marathon Petroleum (MPC) in Q3 2023, closing a stake of 118 shares — an estimated $13.8K sold.

WealthPLAN Partners first reported a position in MPC in Q2 2015 and held it in 7 quarters. The position peaked at $43.7K in Q3 2016. 1,473 funds tracked by Wall St. Rank hold MPC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Marathon Petroleum position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 118 Marathon Petroleum shares in Q3 2023, an estimated $13.8K.
  • WealthPLAN Partners first reported a position in Marathon Petroleum in Q2 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Marathon Petroleum position peaked at $43.7K in Q3 2016.
  • 1,473 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.