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James Investment Research’s Marathon Petroleum MPC Stock Holding History

James Investment Research’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
-228
Closed -$31K – 444
2023
Q1 		$31K Buy
228
+90
+65% +$11.3K ﹤0.01% 407
2022
Q4 		$16K Buy
+138
New +$15.7K ﹤0.01% 457
2020
Q3 		– Sell
-3,718
Closed -$139K – 500
2020
Q2 		$139K Sell
3,718
-5,620
-60% -$181K 0.01% 267
2020
Q1 		$221K Sell
9,338
-50,037
-84% -$2.31M 0.02% 226
2019
Q4 		$3.58M Sell
59,375
-5,859
-9% -$367K 0.25% 114
2019
Q3 		$3.96M Sell
65,234
-5,397
-8% -$284K 0.29% 98
2019
Q2 		$3.95M Sell
70,631
-11,275
-14% -$617K 0.29% 96
2019
Q1 		$4.9M Buy
81,906
+3,356
+4% +$211K 0.32% 85
2018
Q4 		$4.63M Buy
78,550
+16,391
+26% +$1.12M 0.29% 90
2018
Q3 		$4.97M Buy
62,159
+4,366
+8% +$345K 0.2% 100
2018
Q2 		$4.05M Buy
57,793
+13,959
+32% +$1.07M 0.16% 135
2018
Q1 		$3.2M Buy
43,834
+14,824
+51% +$1.02M 0.12% 162
2017
Q4 		$1.91M Buy
+29,010
New +$1.78M 0.07% 314
2017
Q1 		– Sell
-35
Closed -$2K – 681
2016
Q4 		$2K Hold
35
– – ﹤0.01% 530
2016
Q3 		$1K Hold
35
– – ﹤0.01% 550
2016
Q2 		$1K Buy
+35
New +$1.29K ﹤0.01% 517
2013
Q3 		– Sell
-12
Closed – – 535
2013
Q2 		$0 Buy
+12
New +$479 ﹤0.01% 507

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

James Investment Research's MPC Position: Q2 2023 in Review

James Investment Research sold out of Marathon Petroleum (MPC) in Q2 2023, closing a stake of 228 shares — an estimated $31K sold.

James Investment Research first reported a position in MPC in Q2 2013 and held it in 17 quarters. The position peaked at $4.97M in Q3 2018. 1,352 funds tracked by Wall St. Rank hold MPC as of Q2 2023.

  • James Investment Research reported no remaining Marathon Petroleum position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 228 Marathon Petroleum shares in Q2 2023, an estimated $31K.
  • James Investment Research first reported a position in Marathon Petroleum in Q2 2013 and held it in 17 quarters.
  • James Investment Research's Marathon Petroleum position peaked at $4.97M in Q3 2018.
  • 1,352 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.