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Custom Portfolio Group’s Marathon Petroleum MPC Stock Holding History

Custom Portfolio Group’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 		$104K Hold
597
– – 0.08% 71
2024
Q1 		$120K Hold
597
– – 0.1% 64
2023
Q4 		$88.6K Buy
+597
New +$88.7K 0.08% 67

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Custom Portfolio Group's MPC Position: Q2 2024 in Review

Custom Portfolio Group held its Marathon Petroleum (MPC) position steady in Q2 2024 at 597 shares worth $104K. The position accounts for 0.08% of the portfolio, ranked #71.

Custom Portfolio Group first reported a position in MPC in Q4 2023 and has held it in 3 quarters since. The position peaked at $120K in Q1 2024. 1,648 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

  • Custom Portfolio Group held 597 shares of Marathon Petroleum worth $104K as of Q2 2024.
  • Custom Portfolio Group left its Marathon Petroleum share count unchanged in Q2 2024.
  • Marathon Petroleum made up 0.08% of Custom Portfolio Group's portfolio in Q2 2024, its #71 holding.
  • Custom Portfolio Group first reported a position in Marathon Petroleum in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Marathon Petroleum position peaked at $120K in Q1 2024.
  • 1,648 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.