Allen Capital Group’s Marathon Petroleum MPC Stock Holding History

Allen Capital Group’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 Q2	–	Sell	-1,039	Closed	-$209K	–	220
2024 Q1	$209K	Buy	+1,039	New	+$178K	0.03%	201
2020 Q4	–	Sell	-8,550	Closed	-$251K	–	153
2020 Q3	$251K	Sell	8,550 -390	-4%	-$13.7K	0.06%	123
2020 Q2	$334K	Buy	8,940 +100	+1%	+$3.21K	0.09%	103
2020 Q1	$209K	Sell	8,840 -258	-3%	-$11.9K	0.06%	121
2019 Q4	$548K	Hold	9,098	–	–	0.14%	98
2019 Q3	$551K	Buy	9,098 +56	+0.6%	+$2.95K	0.17%	91
2019 Q2	$505K	Buy	9,042 +700	+8%	+$38.3K	0.16%	86
2019 Q1	$499K	Buy	8,342 +1,940	+30%	+$122K	0.16%	85
2018 Q4	$423K	Sell	6,402 -740	-10%	-$50.5K	0.15%	91
2018 Q3	$571K	Hold	7,142	–	–	0.19%	81
2018 Q2	$501K	Hold	7,142	–	–	0.18%	78
2018 Q1	$522K	Hold	7,142	–	–	0.2%	72
2017 Q4	$471K	Buy	+7,142	New	+$437K	0.2%	73

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

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return