Gofen & Glossberg’s Marathon Petroleum MPC Stock Holding History

Gofen & Glossberg’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
2022 Q4	$468K	Hold	4,017	–	–	0.01%	353
2022 Q3	$399K	Buy	4,017 +151	+4%	+$14.1K	0.01%	360
2022 Q2	$318K	Hold	3,866	–	–	0.01%	405
2022 Q1	$331K	Hold	3,866	–	–	0.01%	420
2021 Q4	$247K	Sell	3,866 -22	-0.6%	-$1.41K	0.01%	508
2021 Q3	$240K	Buy	3,888 +73	+2%	+$4.2K	0.01%	502
2021 Q2	$231K	Buy	3,815 +59	+2%	+$3.46K	0.01%	500
2021 Q1	$201K	Buy	+3,756	New	+$190K	0.01%	517
2020 Q1	–	Sell	-4,756	Closed	-$287K	–	459
2019 Q4	$287K	Buy	+4,756	New	+$298K	0.01%	379
2018 Q4	–	Sell	-2,982	Closed	-$238K	–	444
2018 Q3	$238K	Hold	2,982	–	–	0.01%	410
2018 Q2	$209K	Hold	2,982	–	–	0.01%	420
2018 Q1	$218K	Buy	+2,982	New	+$205K	0.01%	416

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Gofen & Glossberg's MPC Position: Q4 2022 in Review

Gofen & Glossberg held its Marathon Petroleum (MPC) position steady in Q4 2022 at 4,017 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #353.

Gofen & Glossberg first reported a position in MPC in Q1 2018 and has held it in 12 quarters since. 1,388 funds tracked by Wall St. Rank hold MPC as of Q4 2022.

Gofen & Glossberg held 4,017 shares of Marathon Petroleum worth $468K as of Q4 2022.
Gofen & Glossberg left its Marathon Petroleum share count unchanged in Q4 2022.
Marathon Petroleum made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #353 holding.
Gofen & Glossberg first reported a position in Marathon Petroleum in Q1 2018 and has held it in 12 quarters since.
1,388 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.