Institutional & Family Asset Management’s Marathon Petroleum MPC Stock Holding History

Institutional & Family Asset Management’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
2023 Q2	–	Sell	-13	Closed	-$1.75K	–	783
2023 Q1	$1.75K	Sell	13 -30	-70%	-$3.75K	﹤0.01%	577
2022 Q4	$5K	Buy	43 +30	+231%	+$3.42K	﹤0.01%	472
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	653
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	670
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	705
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	733
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	850
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	899
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	877
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	842
2020 Q3	$0	Hold	13	–	–	﹤0.01%	875
2020 Q2	$0	Sell	13 -25	-66%	-$803	﹤0.01%	884
2020 Q1	$1K	Hold	38	–	–	﹤0.01%	756
2019 Q4	$2K	Buy	+38	New	+$2.38K	﹤0.01%	746
2019 Q2	–	Sell	-147	Closed	-$9K	–	863
2019 Q1	$9K	Hold	147	–	–	﹤0.01%	524
2018 Q4	$9K	Hold	147	–	–	﹤0.01%	498
2018 Q3	$12K	Hold	147	–	–	﹤0.01%	510
2018 Q2	$10K	Hold	147	–	–	﹤0.01%	533
2018 Q1	$11K	Buy	+147	New	+$10.1K	﹤0.01%	488

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Institutional & Family Asset Management's MPC Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of Marathon Petroleum (MPC) in Q2 2023, closing a stake of 13 shares — an estimated $1.75K sold.

Institutional & Family Asset Management first reported a position in MPC in Q1 2018 and held it in 19 quarters. The position peaked at $12K in Q3 2018. 1,353 funds tracked by Wall St. Rank hold MPC as of Q2 2023.

Institutional & Family Asset Management reported no remaining Marathon Petroleum position as of Q2 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 13 Marathon Petroleum shares in Q2 2023, an estimated $1.75K.
Institutional & Family Asset Management first reported a position in Marathon Petroleum in Q1 2018 and held it in 19 quarters.
Institutional & Family Asset Management's Marathon Petroleum position peaked at $12K in Q3 2018.
1,353 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.