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Finivi Inc’s Marathon Petroleum MPC Stock Holding History

Finivi Inc’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
Q3 		– Sell
-5,699
Closed -$989K – 95
2024
Q2 		$989K Buy
5,699
+51
+0.9% +$9.48K 0.82% 35
2024
Q1 		$1.14M Buy
5,648
+161
+3% +$27.5K 1.03% 33
2023
Q4 		$814K Buy
+5,487
New +$815K 0.79% 37

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Finivi Inc's MPC Position: Q3 2024 in Review

Finivi Inc sold out of Marathon Petroleum (MPC) in Q3 2024, closing a stake of 5,699 shares — an estimated $989K sold.

Finivi Inc first reported a position in MPC in Q4 2023 and held it in 3 quarters. The position peaked at $1.14M in Q1 2024. 1,577 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

  • Finivi Inc reported no remaining Marathon Petroleum position as of Q3 2024 after selling out during the quarter.
  • Finivi Inc sold 5,699 Marathon Petroleum shares in Q3 2024, an estimated $989K.
  • Finivi Inc first reported a position in Marathon Petroleum in Q4 2023 and held it in 3 quarters.
  • Finivi Inc's Marathon Petroleum position peaked at $1.14M in Q1 2024.
  • 1,577 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Finivi Inc's 13F filing for Q3 2024, filed 19 Dec 2025.