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Lockerman Financial Group’s Marathon Petroleum MPC Stock Holding History

Lockerman Financial 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 		– Sell
-1,540
Closed -$251K – 109
2024
Q3 		$251K Hold
1,540
– – 0.42% 90
2024
Q2 		$267K Hold
1,540
– – 0.48% 75
2024
Q1 		$310K Hold
1,540
– – 0.59% 54
2023
Q4 		$228K Hold
1,540
– – 0.53% 72
2023
Q3 		$233K Buy
+1,540
New +$215K 0.63% 61
2023
Q2 		– Sell
-1,540
Closed -$208K – 81
2023
Q1 		$208K Buy
+1,540
New +$193K 0.57% 70

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

Lockerman Financial Group's MPC Position: Q4 2024 in Review

Lockerman Financial Group sold out of Marathon Petroleum (MPC) in Q4 2024, closing a stake of 1,540 shares — an estimated $251K sold.

Lockerman Financial Group first reported a position in MPC in Q1 2023 and held it in 6 quarters. The position peaked at $310K in Q1 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Lockerman Financial Group reported no remaining Marathon Petroleum position as of Q4 2024 after selling out during the quarter.
  • Lockerman Financial Group sold 1,540 Marathon Petroleum shares in Q4 2024, an estimated $251K.
  • Lockerman Financial Group first reported a position in Marathon Petroleum in Q1 2023 and held it in 6 quarters.
  • Lockerman Financial Group's Marathon Petroleum position peaked at $310K in Q1 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Lockerman Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.