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Caldwell Investment Management’s Marathon Petroleum MPC Stock Holding History

Caldwell Investment 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
2023
Q4 		– Sell
-5,900
Closed -$887K – 38
2023
Q3 		$887K Buy
+5,900
New +$822K 0.86% 24

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

Caldwell Investment Management's MPC Position: Q4 2023 in Review

Caldwell Investment Management sold out of Marathon Petroleum (MPC) in Q4 2023, closing a stake of 5,900 shares — an estimated $887K sold.

Caldwell Investment Management first reported a position in MPC in Q3 2023 and held it in 1 quarter. The position peaked at $887K in Q3 2023. 1,549 funds tracked by Wall St. Rank hold MPC as of Q4 2023.

  • Caldwell Investment Management reported no remaining Marathon Petroleum position as of Q4 2023 after selling out during the quarter.
  • Caldwell Investment Management sold 5,900 Marathon Petroleum shares in Q4 2023, an estimated $887K.
  • Caldwell Investment Management first reported a position in Marathon Petroleum in Q3 2023 and held it in 1 quarter.
  • Caldwell Investment Management's Marathon Petroleum position peaked at $887K in Q3 2023.
  • 1,549 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2023.

Based on Caldwell Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.