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First Trust Direct Indexing’s Marathon Petroleum MPC Stock Holding History

First Trust Direct Indexing’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 		– Sell
-18,378
Closed -$2.99M – 571
2024
Q3 		$2.99M Sell
18,378
-227
-1% -$38.4K 0.16% 122
2024
Q2 		$3.23M Buy
18,605
+1,842
+11% +$343K 0.2% 96
2024
Q1 		$3.38M Buy
16,763
+644
+4% +$110K 0.25% 75
2023
Q4 		$2.39M Buy
16,119
+1,134
+8% +$168K 0.21% 102
2023
Q3 		$2.27M Sell
14,985
-37
-0.2% -$5.16K 0.26% 78
2023
Q2 		$1.75M Sell
15,022
-585
-4% -$68K 0.2% 114
2023
Q1 		$2.1M Buy
15,607
+1,454
+10% +$182K 0.25% 94
2022
Q4 		$1.65M Sell
14,153
-2,707
-16% -$309K 0.22% 112
2022
Q3 		$1.68M Buy
16,860
+395
+2% +$37K 0.24% 91
2022
Q2 		$1.35M Buy
16,465
+1,079
+7% +$101K 0.19% 134
2022
Q1 		$1.31M Buy
15,386
+1,954
+15% +$149K 0.16% 153
2021
Q4 		$860K Sell
13,432
-4,119
-23% -$265K 0.11% 220
2021
Q3 		$1.08M Buy
17,551
+3,653
+26% +$210K 0.15% 158
2021
Q2 		$840K Buy
13,898
+8,279
+147% +$485K 0.13% 205
2021
Q1 		$301K Buy
5,619
+1,202
+27% +$60.7K 0.08% 312
2020
Q4 		$183K Buy
+4,417
New +$159K 0.05% 370

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

First Trust Direct Indexing's MPC Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Marathon Petroleum (MPC) in Q4 2024, closing a stake of 18,378 shares — an estimated $2.99M sold.

First Trust Direct Indexing first reported a position in MPC in Q4 2020 and held it in 16 quarters. The position peaked at $3.38M in Q1 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Marathon Petroleum position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 18,378 Marathon Petroleum shares in Q4 2024, an estimated $2.99M.
  • First Trust Direct Indexing first reported a position in Marathon Petroleum in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Marathon Petroleum position peaked at $3.38M in Q1 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.