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Brendel Financial Advisors’s Marathon Petroleum MPC Stock Holding History

Brendel Financial 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
Q4 		– Sell
-12,328
Closed -$1.87M – 95
2023
Q3 		$1.87M Buy
12,328
+574
+5% +$80K 2.77% 16
2023
Q2 		$1.37M Sell
11,754
-1,186
-9% -$138K 2.06% 21
2023
Q1 		$1.75M Buy
+12,940
New +$1.62M 1.29% 36

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

Brendel Financial Advisors's MPC Position: Q4 2023 in Review

Brendel Financial Advisors sold out of Marathon Petroleum (MPC) in Q4 2023, closing a stake of 12,328 shares — an estimated $1.87M sold.

Brendel Financial Advisors first reported a position in MPC in Q1 2023 and held it in 3 quarters. The position peaked at $1.87M in Q3 2023. 1,549 funds tracked by Wall St. Rank hold MPC as of Q4 2023.

  • Brendel Financial Advisors reported no remaining Marathon Petroleum position as of Q4 2023 after selling out during the quarter.
  • Brendel Financial Advisors sold 12,328 Marathon Petroleum shares in Q4 2023, an estimated $1.87M.
  • Brendel Financial Advisors first reported a position in Marathon Petroleum in Q1 2023 and held it in 3 quarters.
  • Brendel Financial Advisors's Marathon Petroleum position peaked at $1.87M in Q3 2023.
  • 1,549 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2023.

Based on Brendel Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.