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Disciplined Investments’s Marathon Petroleum MPC Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-55
Closed -$6.41K – 998
2023
Q2 		$6.41K Sell
55
-3
-5% -$349 ﹤0.01% 374
2023
Q1 		$7.82K Sell
58
-3
-5% -$375 ﹤0.01% 372
2022
Q4 		$7.1K Sell
61
-3
-5% -$342 ﹤0.01% 355
2022
Q3 		$6K Buy
64
+1
+2% +$94 ﹤0.01% 410
2022
Q2 		$5K Buy
63
+13
+26% +$1.22K ﹤0.01% 446
2022
Q1 		$4K Buy
+50
New +$3.8K ﹤0.01% 513

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Disciplined Investments's MPC Position: Q3 2023 in Review

Disciplined Investments sold out of Marathon Petroleum (MPC) in Q3 2023, closing a stake of 55 shares — an estimated $6.41K sold.

Disciplined Investments first reported a position in MPC in Q1 2022 and held it in 6 quarters. The position peaked at $7.82K in Q1 2023. 1,472 funds tracked by Wall St. Rank hold MPC as of Q3 2023.

  • Disciplined Investments reported no remaining Marathon Petroleum position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 55 Marathon Petroleum shares in Q3 2023, an estimated $6.41K.
  • Disciplined Investments first reported a position in Marathon Petroleum in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Marathon Petroleum position peaked at $7.82K in Q1 2023.
  • 1,472 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.