Kelly Financial Services’s Marathon Petroleum MPC Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-627	Closed	-$109K	–	504
2024 Q2	$109K	Hold	627	–	–	0.04%	146
2024 Q1	$126K	Hold	627	–	–	0.05%	135
2023 Q4	$93K	Hold	627	–	–	0.04%	147
2023 Q3	$94.9K	Hold	627	–	–	0.04%	130
2023 Q2	$73.1K	Hold	627	–	–	0.03%	155
2023 Q1	$84.5K	Hold	627	–	–	0.04%	135
2022 Q4	$73K	Hold	627	–	–	0.04%	140
2022 Q3	$62.3K	Sell	627 -43	-6%	-$4.03K	0.04%	138
2022 Q2	$55.1K	Hold	670	–	–	0.03%	150
2022 Q1	$57.3K	Hold	670	–	–	0.03%	164
2021 Q4	$42.9K	Hold	670	–	–	0.02%	197
2021 Q3	$41.4K	Hold	670	–	–	0.02%	179
2021 Q2	$40.5K	Hold	670	–	–	0.02%	185
2021 Q1	$35.8K	Hold	670	–	–	0.02%	160
2020 Q4	$27.7K	Hold	670	–	–	0.02%	168
2020 Q3	$19.7K	Hold	670	–	–	0.01%	174
2020 Q2	$25K	Hold	670	–	–	0.02%	136
2020 Q1	$15.8K	Hold	670	–	–	0.02%	165
2019 Q4	$40.4K	Sell	670 -141	-17%	-$8.82K	0.03%	95
2019 Q3	$49.3K	Hold	811	–	–	0.04%	82
2019 Q2	$45.3K	Hold	811	–	–	0.04%	83
2019 Q1	$48.5K	Buy	+811	New	+$51K	0.05%	77

Other funds holding MPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kelly Financial Services's MPC Position: Q3 2024 in Review

Kelly Financial Services sold out of Marathon Petroleum (MPC) in Q3 2024, closing a stake of 627 shares — an estimated $109K sold.

Kelly Financial Services first reported a position in MPC in Q1 2019 and held it in 22 quarters. The position peaked at $126K in Q1 2024. 1,578 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

Kelly Financial Services reported no remaining Marathon Petroleum position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 627 Marathon Petroleum shares in Q3 2024, an estimated $109K.
Kelly Financial Services first reported a position in Marathon Petroleum in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Marathon Petroleum position peaked at $126K in Q1 2024.
1,578 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.