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Beta Wealth Group’s Marathon Petroleum MPC Stock Holding History

Beta Wealth 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
Q4 		– Sell
-2,702
Closed -$409K – 108
2023
Q3 		$409K Buy
2,702
+102
+4% +$14.2K 0.24% 73
2023
Q2 		$303K Buy
2,600
+1,000
+63% +$116K 0.18% 82
2023
Q1 		$216K Buy
+1,600
New +$200K 0.12% 97
2022
Q4 		– Sell
-2,600
Closed -$258K – 102
2022
Q3 		$258K Buy
+2,600
New +$243K 0.19% 76

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beta Wealth Group's MPC Position: Q4 2023 in Review

Beta Wealth Group sold out of Marathon Petroleum (MPC) in Q4 2023, closing a stake of 2,702 shares — an estimated $409K sold.

Beta Wealth Group first reported a position in MPC in Q3 2022 and held it in 4 quarters. The position peaked at $409K in Q3 2023. 1,549 funds tracked by Wall St. Rank hold MPC as of Q4 2023.

  • Beta Wealth Group reported no remaining Marathon Petroleum position as of Q4 2023 after selling out during the quarter.
  • Beta Wealth Group sold 2,702 Marathon Petroleum shares in Q4 2023, an estimated $409K.
  • Beta Wealth Group first reported a position in Marathon Petroleum in Q3 2022 and held it in 4 quarters.
  • Beta Wealth Group's Marathon Petroleum position peaked at $409K in Q3 2023.
  • 1,549 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2023.

Based on Beta Wealth Group's 13F filing for Q4 2023, filed 12 Feb 2024.