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WealthSource Partners’s Marathon Petroleum MPC Stock Holding History

WealthSource 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
Q4 		$1.54M Sell
10,407
-226
-2% -$33.6K 0.1% 155
2023
Q3 		$1.61M Sell
10,633
-353
-3% -$49.2K 0.11% 147
2023
Q2 		$1.28M Sell
10,986
-19
-0.2% -$2.21K 0.08% 166
2023
Q1 		$1.48M Buy
11,005
+32
+0.3% +$4K 0.1% 155
2022
Q4 		$1.28M Sell
10,973
-146
-1% -$16.6K 0.09% 163
2022
Q3 		$1.1M Buy
11,119
+4,065
+58% +$381K 0.08% 178
2022
Q2 		$580K Sell
7,054
-8,100
-53% -$757K 0.04% 281
2022
Q1 		$1.3M Sell
15,154
-179
-1% -$13.6K 0.09% 178
2021
Q4 		$981K Buy
+15,333
New +$985K 0.08% 188
2020
Q1 		– Sell
-6,821
Closed -$411K – 398
2019
Q4 		$411K Sell
6,821
-1,028
-13% -$64.3K 0.05% 262
2019
Q3 		$477K Sell
7,849
-3,282
-29% -$173K 0.07% 249
2019
Q2 		$622K Buy
11,131
+7,067
+174% +$387K 0.1% 198
2019
Q1 		$243K Buy
4,064
+163
+4% +$10.3K 0.05% 297
2018
Q4 		$230K Buy
3,901
+6
+0.2% +$409 0.07% 252
2018
Q3 		$311K Sell
3,895
-320
-8% -$25.3K 0.08% 215
2018
Q2 		$296K Buy
4,215
+608
+17% +$46.4K 0.08% 215
2018
Q1 		$264K Buy
3,607
+548
+18% +$37.7K 0.08% 227
2017
Q4 		$202K Buy
+3,059
New +$187K 0.06% 288

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthSource Partners's MPC Position: Q4 2023 in Review

WealthSource Partners reduced its Marathon Petroleum (MPC) stake by 2.1% in Q4 2023, selling an estimated $33.6K and leaving 10,407 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #155.

WealthSource Partners first reported a position in MPC in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.61M in Q3 2023. 1,550 funds tracked by Wall St. Rank hold MPC as of Q4 2023.

  • WealthSource Partners held 10,407 shares of Marathon Petroleum worth $1.54M as of Q4 2023.
  • WealthSource Partners sold 226 Marathon Petroleum shares in Q4 2023, an estimated $33.6K.
  • Marathon Petroleum made up 0.1% of WealthSource Partners's portfolio in Q4 2023, its #155 holding.
  • WealthSource Partners first reported a position in Marathon Petroleum in Q4 2017 and has held it in 18 quarters since.
  • WealthSource Partners's Marathon Petroleum position peaked at $1.61M in Q3 2023.
  • 1,550 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.