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Capital Directions Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Capital Directions Investment 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
2022
Q4 		$66.1K Buy
+568
New +$64.7K 0.02% 106
2022
Q3 		– Sell
-628
Closed -$58.8K – 110
2022
Q2 		$52K Buy
628
+127
+25% +$11.9K 0.02% 126
2022
Q1 		$43K Buy
+501
New +$38.1K 0.01% 155
2021
Q4 		– Sell
-501
Closed -$31K – 156
2021
Q3 		$31K Buy
+501
New +$28.8K 0.01% 166

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Capital Directions Investment Advisors's MPC Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Marathon Petroleum (MPC) in Q4 2022: 568 shares worth $66.1K. The stake represents 0.02% of the portfolio and ranks #106 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in MPC as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in MPC in Q3 2021 and has held it in 4 quarters since. 1,388 funds tracked by Wall St. Rank hold MPC as of Q4 2022.

  • Capital Directions Investment Advisors held 568 shares of Marathon Petroleum worth $66.1K as of Q4 2022.
  • Marathon Petroleum was a new Capital Directions Investment Advisors position in Q4 2022.
  • Marathon Petroleum made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #106 holding.
  • Capital Directions Investment Advisors first reported a position in Marathon Petroleum in Q3 2021 and has held it in 4 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.