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Appleton Group’s Marathon Petroleum MPC Stock Holding History

Appleton 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
2023
Q3 		$454K Hold
3,000
– – 1.59% 10
2023
Q2 		$350K Hold
3,000
– – 0.49% 16
2023
Q1 		$404K Hold
3,000
– – 0.79% 14
2022
Q4 		$349K Hold
3,000
– – 0.51% 20
2022
Q3 		$298K Hold
3,000
– – 0.85% 18
2022
Q2 		$247K Hold
3,000
– – 1.44% 24
2022
Q1 		$257K Buy
+3,000
New +$228K 0.36% 41

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

Appleton Group's MPC Position: Q3 2023 in Review

Appleton Group held its Marathon Petroleum (MPC) position steady in Q3 2023 at 3,000 shares worth $454K. The position accounts for 1.59% of the portfolio, ranked #10.

Appleton Group first reported a position in MPC in Q1 2022 and has held it in 7 quarters since. 1,473 funds tracked by Wall St. Rank hold MPC as of Q3 2023.

  • Appleton Group held 3,000 shares of Marathon Petroleum worth $454K as of Q3 2023.
  • Appleton Group left its Marathon Petroleum share count unchanged in Q3 2023.
  • Marathon Petroleum made up 1.59% of Appleton Group's portfolio in Q3 2023, its #10 holding.
  • Appleton Group first reported a position in Marathon Petroleum in Q1 2022 and has held it in 7 quarters since.
  • 1,473 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2023.

Based on Appleton Group's 13F filing for Q3 2023, filed 8 Nov 2023.