Wilbanks Smith & Thomas Asset Management’s Marathon Petroleum MPC Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	$847K	Buy	4,205 +895	+27%	+$153K	0.02%	258
2023 Q4	$491K	Buy	3,310 +539	+19%	+$80K	0.02%	337
2023 Q3	$419K	Buy	+2,771	New	+$386K	0.01%	341
2023 Q2	–	Sell	-2,766	Closed	-$373K	–	524
2023 Q1	$373K	Sell	2,766 -185	-6%	-$23.1K	0.01%	360
2022 Q4	$343K	Buy	2,951 +28	+1%	+$3.19K	0.01%	374
2022 Q3	$290K	Buy	+2,923	New	+$274K	0.01%	370
2018 Q4	–	Sell	-2,365	Closed	-$189K	–	945
2018 Q3	$189K	Buy	+2,365	New	+$187K	0.01%	403
2018 Q2	–	Sell	-3,957	Closed	-$289K	–	361
2018 Q1	$289K	Buy	3,957 +450	+13%	+$31K	0.02%	265
2017 Q4	$231K	Sell	3,507 -906	-21%	-$55.4K	0.02%	308
2017 Q3	$247K	Hold	4,413	–	–	0.02%	283
2017 Q2	$231K	Buy	4,413 +252	+6%	+$13K	0.02%	283
2017 Q1	$210K	Hold	4,161	–	–	0.02%	298
2016 Q4	$210K	Buy	+4,161	New	+$189K	0.02%	279

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 $609B AUM 40.19% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's MPC Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Marathon Petroleum (MPC) stake by 27% in Q1 2024, buying an estimated $153K and bringing the position to 4,205 shares worth $847K. The position accounts for 0.02% of the portfolio, ranked #258.

Wilbanks Smith & Thomas Asset Management first reported a position in MPC in Q4 2016 and has held it in 13 quarters since. 1,689 funds tracked by Wall St. Rank hold MPC as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 4,205 shares of Marathon Petroleum worth $847K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 895 Marathon Petroleum shares in Q1 2024, an estimated $153K.
Marathon Petroleum made up 0.02% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #258 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Marathon Petroleum in Q4 2016 and has held it in 13 quarters since.
1,689 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.