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Boston Financial Management’s Marathon Petroleum MPC Stock Holding History

Boston Financial Management’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
Q4 		– Sell
-1,294
Closed -$211K – 347
2024
Q3 		$211K Sell
1,294
-289
-18% -$48.8K 0.01% 319
2024
Q2 		$275K Hold
1,583
– – 0.01% 294
2024
Q1 		$319K Hold
1,583
– – 0.01% 288
2023
Q4 		$235K Hold
1,583
– – 0.01% 302
2023
Q3 		$240K Buy
+1,583
New +$221K 0.01% 282

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Financial Management's MPC Position: Q4 2024 in Review

Boston Financial Management sold out of Marathon Petroleum (MPC) in Q4 2024, closing a stake of 1,294 shares — an estimated $211K sold.

Boston Financial Management first reported a position in MPC in Q3 2023 and held it in 5 quarters. The position peaked at $319K in Q1 2024. 1,557 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Boston Financial Management reported no remaining Marathon Petroleum position as of Q4 2024 after selling out during the quarter.
  • Boston Financial Management sold 1,294 Marathon Petroleum shares in Q4 2024, an estimated $211K.
  • Boston Financial Management first reported a position in Marathon Petroleum in Q3 2023 and held it in 5 quarters.
  • Boston Financial Management's Marathon Petroleum position peaked at $319K in Q1 2024.
  • 1,557 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.