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Angeles Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Angeles 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
2023
Q3 		– Sell
-4,450
Closed -$519K – 202
2023
Q2 		$519K Buy
4,450
+2,548
+134% +$296K 0.04% 62
2023
Q1 		$256K Buy
+1,902
New +$238K 0.02% 122

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
EIM
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
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Angeles Investment Advisors's MPC Position: Q3 2023 in Review

Angeles Investment Advisors sold out of Marathon Petroleum (MPC) in Q3 2023, closing a stake of 4,450 shares — an estimated $519K sold.

Angeles Investment Advisors first reported a position in MPC in Q1 2023 and held it in 2 quarters. The position peaked at $519K in Q2 2023. 1,472 funds tracked by Wall St. Rank hold MPC as of Q3 2023.

  • Angeles Investment Advisors reported no remaining Marathon Petroleum position as of Q3 2023 after selling out during the quarter.
  • Angeles Investment Advisors sold 4,450 Marathon Petroleum shares in Q3 2023, an estimated $519K.
  • Angeles Investment Advisors first reported a position in Marathon Petroleum in Q1 2023 and held it in 2 quarters.
  • Angeles Investment Advisors's Marathon Petroleum position peaked at $519K in Q2 2023.
  • 1,472 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2023.

Based on Angeles Investment Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.