Cedar Brook Financial Partners’s Marathon Petroleum MPC Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-2,059	Closed	-$415K	–	265
2024 Q1	$415K	Buy	2,059 +80	+4%	+$13.7K	0.08%	239
2023 Q4	$307K	Sell	1,979 -83	-4%	-$12.3K	0.07%	287
2023 Q3	$312K	Sell	2,062 -98	-5%	-$13.7K	0.08%	250
2023 Q2	$252K	Sell	2,160 -336	-13%	-$39.1K	0.06%	323
2023 Q1	$336K	Buy	+2,496	New	+$312K	0.09%	248
2021 Q4	–	Sell	-3,714	Closed	-$230K	–	389
2021 Q3	$230K	Sell	3,714 -2,047	-36%	-$118K	0.07%	303
2021 Q2	$348K	Buy	+5,761	New	+$338K	0.1%	235

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cedar Brook Financial Partners's MPC Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 2,059 shares — an estimated $415K sold.

Cedar Brook Financial Partners first reported a position in MPC in Q2 2021 and held it in 7 quarters. The position peaked at $415K in Q1 2024. 1,645 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 2,059 Marathon Petroleum shares in Q2 2024, an estimated $415K.
Cedar Brook Financial Partners first reported a position in Marathon Petroleum in Q2 2021 and held it in 7 quarters.
Cedar Brook Financial Partners's Marathon Petroleum position peaked at $415K in Q1 2024.
1,645 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.