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Eagle Ridge Investment Management’s Marathon Petroleum MPC Stock Holding History

Eagle Ridge Investment Management’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
Q4 		$1.17M Hold
8,383
– – 0.1% 63
2024
Q3 		$1.37M Hold
8,383
– – 0.12% 58
2024
Q2 		$1.45M Hold
8,383
– – 0.13% 61
2024
Q1 		$1.69M Sell
8,383
-981
-10% -$168K 0.16% 58
2023
Q4 		$1.39M Hold
9,364
– – 0.14% 65
2023
Q3 		$1.42M Hold
9,364
– – 0.15% 61
2023
Q2 		$1.09M Hold
9,364
– – 0.11% 71
2023
Q1 		$1.26M Hold
9,364
– – 0.14% 66
2022
Q4 		$1.09M Hold
9,364
– – 0.13% 74
2022
Q3 		$930K Hold
9,364
– – 0.12% 74
2022
Q2 		$770K Hold
9,364
– – 0.09% 81
2022
Q1 		$801K Hold
9,364
– – 0.09% 84
2021
Q4 		$599K Hold
9,364
– – 0.06% 96
2021
Q3 		$579K Hold
9,364
– – 0.06% 94
2021
Q2 		$566K Hold
9,364
– – 0.07% 93
2021
Q1 		$501K Hold
9,364
– – 0.06% 95
2020
Q4 		$387K Hold
9,364
– – 0.05% 102
2020
Q3 		$275K Sell
9,364
-10
-0.1% -$351 0.04% 123
2020
Q2 		$350K Sell
9,374
-160
-2% -$5.14K 0.05% 96
2020
Q1 		$225K Sell
9,534
-540
-5% -$24.9K 0.04% 117
2019
Q4 		$607K Hold
10,074
– – 0.08% 91
2019
Q3 		$612K Buy
10,074
+140
+1% +$7.38K 0.09% 93
2019
Q2 		$555K Sell
9,934
-200
-2% -$10.9K 0.08% 95
2019
Q1 		$607K Sell
10,134
-182
-2% -$11.5K 0.09% 91
2018
Q4 		$609K Hold
10,316
– – 0.1% 92
2018
Q3 		$825K Sell
10,316
-4,800
-32% -$380K 0.12% 89
2018
Q2 		$1.06M Buy
15,116
+125
+0.8% +$9.55K 0.16% 76
2018
Q1 		$1.1M Sell
14,991
-183
-1% -$12.6K 0.17% 76
2017
Q4 		$1M Sell
15,174
-800
-5% -$49K 0.15% 82
2017
Q3 		$896K Buy
+15,974
New +$857K 0.15% 82

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Eagle Ridge Investment Management's MPC Position: Q4 2024 in Review

Eagle Ridge Investment Management held its Marathon Petroleum (MPC) position steady in Q4 2024 at 8,383 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #63.

Eagle Ridge Investment Management first reported a position in MPC in Q3 2017 and has held it in 30 quarters since. The position peaked at $1.69M in Q1 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Eagle Ridge Investment Management held 8,383 shares of Marathon Petroleum worth $1.17M as of Q4 2024.
  • Eagle Ridge Investment Management left its Marathon Petroleum share count unchanged in Q4 2024.
  • Marathon Petroleum made up 0.1% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #63 holding.
  • Eagle Ridge Investment Management first reported a position in Marathon Petroleum in Q3 2017 and has held it in 30 quarters since.
  • Eagle Ridge Investment Management's Marathon Petroleum position peaked at $1.69M in Q1 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.