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Alera Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Alera Investment Advisors’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
Q3 		$263K Sell
1,614
-131
-8% -$22.1K 0.03% 225
2024
Q2 		$303K Buy
1,745
+409
+31% +$76.1K 0.04% 191
2024
Q1 		$269K Buy
+1,336
New +$228K 0.04% 142
2019
Q2 		– Sell
-614
Closed -$37K – 647
2019
Q1 		$37K Buy
614
+129
+27% +$8.12K 0.02% 198
2018
Q4 		$29K Buy
+485
New +$33.1K 0.02% 232

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alera Investment Advisors's MPC Position: Q3 2024 in Review

Alera Investment Advisors reduced its Marathon Petroleum (MPC) stake by 7.5% in Q3 2024, selling an estimated $22.1K and leaving 1,614 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #225.

Alera Investment Advisors first reported a position in MPC in Q4 2018 and has held it in 5 quarters since. The position peaked at $303K in Q2 2024. 1,576 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

  • Alera Investment Advisors held 1,614 shares of Marathon Petroleum worth $263K as of Q3 2024.
  • Alera Investment Advisors sold 131 Marathon Petroleum shares in Q3 2024, an estimated $22.1K.
  • Marathon Petroleum made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #225 holding.
  • Alera Investment Advisors first reported a position in Marathon Petroleum in Q4 2018 and has held it in 5 quarters since.
  • Alera Investment Advisors's Marathon Petroleum position peaked at $303K in Q2 2024.
  • 1,576 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.