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Crescent Grove Advisors’s Marathon Petroleum MPC Stock Holding History

Crescent Grove 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
Q2 		– Sell
-2,599
Closed -$350K – 304
2023
Q1 		$350K Sell
2,599
-2,565
-50% -$321K 0.04% 215
2022
Q4 		$601K Buy
5,164
+1,649
+47% +$188K 0.06% 161
2022
Q3 		$349K Sell
3,515
-667
-16% -$62.4K 0.04% 194
2022
Q2 		$344K Buy
4,182
+1,742
+71% +$163K 0.04% 194
2022
Q1 		$209K Buy
+2,440
New +$186K 0.02% 279

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Crescent Grove Advisors's MPC Position: Q2 2023 in Review

Crescent Grove Advisors sold out of Marathon Petroleum (MPC) in Q2 2023, closing a stake of 2,599 shares — an estimated $350K sold.

Crescent Grove Advisors first reported a position in MPC in Q1 2022 and held it in 5 quarters. The position peaked at $601K in Q4 2022. 1,353 funds tracked by Wall St. Rank hold MPC as of Q2 2023.

  • Crescent Grove Advisors reported no remaining Marathon Petroleum position as of Q2 2023 after selling out during the quarter.
  • Crescent Grove Advisors sold 2,599 Marathon Petroleum shares in Q2 2023, an estimated $350K.
  • Crescent Grove Advisors first reported a position in Marathon Petroleum in Q1 2022 and held it in 5 quarters.
  • Crescent Grove Advisors's Marathon Petroleum position peaked at $601K in Q4 2022.
  • 1,353 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2023.

Based on Crescent Grove Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.