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WR Wealth Planners’s Marathon Petroleum MPC Stock Holding History

WR Wealth Planners’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
Q4 		$76.6K Sell
549
-96
-15% -$14.7K 0.02% 271
2024
Q3 		$105K Buy
645
+214
+50% +$36.2K 0.03% 260
2024
Q2 		$74.8K Buy
431
+57
+15% +$10.6K 0.02% 280
2024
Q1 		$75.4K Buy
+374
New +$64K 0.02% 286
2023
Q4 		– Sell
-300
Closed -$45.4K – 599
2023
Q3 		$45.4K Hold
300
– – 0.02% 329
2023
Q2 		$35K Hold
300
– – 0.01% 368
2023
Q1 		$40.4K Buy
+300
New +$37.5K 0.02% 344

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WR Wealth Planners's MPC Position: Q4 2024 in Review

WR Wealth Planners reduced its Marathon Petroleum (MPC) stake by 15% in Q4 2024, selling an estimated $14.7K and leaving 549 shares worth $76.6K. The position accounts for 0.02% of the portfolio, ranked #271.

WR Wealth Planners first reported a position in MPC in Q1 2023 and has held it in 7 quarters since. The position peaked at $105K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • WR Wealth Planners held 549 shares of Marathon Petroleum worth $76.6K as of Q4 2024.
  • WR Wealth Planners sold 96 Marathon Petroleum shares in Q4 2024, an estimated $14.7K.
  • Marathon Petroleum made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #271 holding.
  • WR Wealth Planners first reported a position in Marathon Petroleum in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Marathon Petroleum position peaked at $105K in Q3 2024.
  • 1,556 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.