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Lake Street Advisors Group’s Marathon Petroleum MPC Stock Holding History

Lake Street Advisors Group’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
Q4 		$596K Buy
4,271
+69
+2% +$10.5K 0.03% 303
2024
Q3 		$684K Sell
4,202
-69
-2% -$11.7K 0.03% 275
2024
Q2 		$741K Sell
4,271
-3,028
-41% -$563K 0.04% 259
2024
Q1 		$1.47M Buy
7,299
+36
+0.5% +$6.16K 0.07% 176
2023
Q4 		$1.08M Buy
+7,263
New +$1.08M 0.05% 213
2022
Q4 		– Sell
-44,246
Closed -$4.39M – 354
2022
Q3 		$4.39M Buy
44,246
+2,972
+7% +$278K 0.32% 53
2022
Q2 		$3.39M Buy
41,274
+867
+2% +$81.1K 0.24% 61
2022
Q1 		$3.46M Buy
40,407
+886
+2% +$67.4K 0.22% 70
2021
Q4 		$2.53M Buy
39,521
+297
+0.8% +$19.1K 0.16% 91
2021
Q3 		$2.42M Buy
39,224
+35,526
+961% +$2.04M 0.26% 64
2021
Q2 		$220K Buy
+3,698
New +$217K 0.02% 294
2019
Q2 		– Sell
-3,591
Closed -$215K – 239
2019
Q1 		$215K Sell
3,591
-127
-3% -$7.99K 0.02% 203
2018
Q4 		$219K Buy
+3,718
New +$254K 0.03% 174
2018
Q2 		– Sell
-2,909
Closed -$213K – 349
2018
Q1 		$213K Buy
+2,909
New +$200K 0.02% 284

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lake Street Advisors Group's MPC Position: Q4 2024 in Review

Lake Street Advisors Group increased its Marathon Petroleum (MPC) stake by 1.6% in Q4 2024, buying an estimated $10.5K and bringing the position to 4,271 shares worth $596K. The position accounts for 0.03% of the portfolio, ranked #303.

Lake Street Advisors Group first reported a position in MPC in Q1 2018 and has held it in 14 quarters since. The position peaked at $4.39M in Q3 2022. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Lake Street Advisors Group held 4,271 shares of Marathon Petroleum worth $596K as of Q4 2024.
  • Lake Street Advisors Group bought 69 Marathon Petroleum shares in Q4 2024, an estimated $10.5K.
  • Marathon Petroleum made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #303 holding.
  • Lake Street Advisors Group first reported a position in Marathon Petroleum in Q1 2018 and has held it in 14 quarters since.
  • Lake Street Advisors Group's Marathon Petroleum position peaked at $4.39M in Q3 2022.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.