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Lloyd Advisory Services’s Marathon Petroleum MPC Stock Holding History

Lloyd Advisory 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
2023
Q4 		– Sell
-4,179
Closed -$632K – 260
2023
Q3 		$632K Buy
+4,179
New +$583K 0.21% 116
2020
Q3 		– Sell
-11
Closed – – 364
2020
Q2 		$0 Sell
11
-79
-88% -$2.54K ﹤0.01% 336
2020
Q1 		$2K Sell
90
-369
-80% -$17K ﹤0.01% 221
2019
Q4 		$28K Buy
+459
New +$28.7K 0.03% 169

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lloyd Advisory Services's MPC Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Marathon Petroleum (MPC) in Q4 2023, closing a stake of 4,179 shares — an estimated $632K sold.

Lloyd Advisory Services first reported a position in MPC in Q4 2019 and held it in 4 quarters. The position peaked at $632K in Q3 2023. 1,549 funds tracked by Wall St. Rank hold MPC as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Marathon Petroleum position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 4,179 Marathon Petroleum shares in Q4 2023, an estimated $632K.
  • Lloyd Advisory Services first reported a position in Marathon Petroleum in Q4 2019 and held it in 4 quarters.
  • Lloyd Advisory Services's Marathon Petroleum position peaked at $632K in Q3 2023.
  • 1,549 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.