Kula Investments’s Marathon Petroleum MPC Stock Holding History

Kula Investments’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 Q1	–	Sell	-4,408	Closed	-$513K	–	770
2022 Q4	$513K	Buy	+4,408	New	+$502K	0.15%	204

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Kula Investments's MPC Position: Q1 2023 in Review

Kula Investments sold out of Marathon Petroleum (MPC) in Q1 2023, closing a stake of 4,408 shares — an estimated $513K sold.

Kula Investments first reported a position in MPC in Q4 2022 and held it in 1 quarter. The position peaked at $513K in Q4 2022. 1,437 funds tracked by Wall St. Rank hold MPC as of Q1 2023.

Kula Investments reported no remaining Marathon Petroleum position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 4,408 Marathon Petroleum shares in Q1 2023, an estimated $513K.
Kula Investments first reported a position in Marathon Petroleum in Q4 2022 and held it in 1 quarter.
Kula Investments's Marathon Petroleum position peaked at $513K in Q4 2022.
1,437 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.