First Western Trust Bank’s Marathon Petroleum MPC Stock Holding History

First Western Trust Bank’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	–	Sell	-1,092	Closed	-$220K	–	204
2024 Q1	$220K	Buy	+1,092	New	+$187K	0.01%	192
2023 Q2	–	Sell	-2,048	Closed	-$276K	–	187
2023 Q1	$276K	Sell	2,048 -371	-15%	-$46.4K	0.01%	165
2022 Q4	$282K	Sell	2,419 -333	-12%	-$38K	0.02%	161
2022 Q3	$273K	Sell	2,752 -163	-6%	-$15.3K	0.02%	146
2022 Q2	$246K	Buy	2,915 +200	+7%	+$18.7K	0.02%	156
2022 Q1	$231K	Buy	+2,715	New	+$206K	0.01%	175

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Western Trust Bank's MPC Position: Q2 2024 in Review

First Western Trust Bank sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 1,092 shares — an estimated $220K sold.

First Western Trust Bank first reported a position in MPC in Q1 2022 and held it in 6 quarters. The position peaked at $282K in Q4 2022. 1,645 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

First Western Trust Bank reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
First Western Trust Bank sold 1,092 Marathon Petroleum shares in Q2 2024, an estimated $220K.
First Western Trust Bank first reported a position in Marathon Petroleum in Q1 2022 and held it in 6 quarters.
First Western Trust Bank's Marathon Petroleum position peaked at $282K in Q4 2022.
1,645 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on First Western Trust Bank's 13F filing for Q2 2024, filed 5 Aug 2024.