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Geller Advisors’s Marathon Petroleum MPC Stock Holding History

Geller Advisors’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 		$272K Sell
1,948
-394
-17% -$60.1K 0.02% 217
2024
Q3 		$382K Buy
2,342
+17
+0.7% +$2.87K 0.03% 173
2024
Q2 		$403K Sell
2,325
-138
-6% -$25.7K 0.03% 168
2024
Q1 		$496K Sell
2,463
-243
-9% -$41.6K 0.04% 141
2023
Q4 		$401K Hold
2,706
– – 0.04% 162
2023
Q3 		$410K Sell
2,706
-7
-0.3% -$976 0.05% 145
2023
Q2 		$316K Buy
+2,713
New +$315K 0.04% 177

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

Geller Advisors's MPC Position: Q4 2024 in Review

Geller Advisors reduced its Marathon Petroleum (MPC) stake by 17% in Q4 2024, selling an estimated $60.1K and leaving 1,948 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #217.

Geller Advisors first reported a position in MPC in Q2 2023 and has held it in 7 quarters since. The position peaked at $496K in Q1 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Geller Advisors held 1,948 shares of Marathon Petroleum worth $272K as of Q4 2024.
  • Geller Advisors sold 394 Marathon Petroleum shares in Q4 2024, an estimated $60.1K.
  • Marathon Petroleum made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #217 holding.
  • Geller Advisors first reported a position in Marathon Petroleum in Q2 2023 and has held it in 7 quarters since.
  • Geller Advisors's Marathon Petroleum position peaked at $496K in Q1 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.