Moisand Fitzgerald Tamayo’s Marathon Petroleum MPC Stock Holding History

Moisand Fitzgerald Tamayo’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	-255	Closed	-$38.6K	–	757
2023 Q3	$38.6K	Sell	255 -250	-50%	-$34.9K	0.01%	202
2023 Q2	$58.9K	Hold	505	–	–	0.01%	160
2023 Q1	$68.1K	Sell	505 -100	-17%	-$12.5K	0.01%	154
2022 Q4	$70.4K	Sell	605 -23	-4%	-$2.62K	0.02%	148
2022 Q3	$62K	Buy	628 +278	+79%	+$26K	0.02%	145
2022 Q2	$29K	Buy	+350	New	+$32.7K	0.01%	197
2022 Q1	–	Sell	-350	Closed	-$22K	–	594
2021 Q4	$22K	Hold	350	–	–	0.01%	204
2021 Q3	$22K	Hold	350	–	–	0.01%	192
2021 Q2	$21K	Hold	350	–	–	0.01%	204
2021 Q1	$19K	Buy	+350	New	+$17.7K	0.01%	172
2019 Q3	–	Sell	-30	Closed	-$2K	–	284
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	252
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	256
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	248
2018 Q3	$2K	Hold	30	–	–	﹤0.01%	274
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	260
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	297
2017 Q4	$2K	Hold	30	–	–	﹤0.01%	257
2017 Q3	$2K	Buy	+30	New	+$1.61K	﹤0.01%	282

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 $3.38T AUM 44.17% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

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

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

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

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

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

Moisand Fitzgerald Tamayo's MPC Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Marathon Petroleum (MPC) in Q4 2023, closing a stake of 255 shares — an estimated $38.6K sold.

Moisand Fitzgerald Tamayo first reported a position in MPC in Q3 2017 and held it in 18 quarters. The position peaked at $70.4K in Q4 2022. 1,550 funds tracked by Wall St. Rank hold MPC as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Marathon Petroleum position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 255 Marathon Petroleum shares in Q4 2023, an estimated $38.6K.
Moisand Fitzgerald Tamayo first reported a position in Marathon Petroleum in Q3 2017 and held it in 18 quarters.
Moisand Fitzgerald Tamayo's Marathon Petroleum position peaked at $70.4K in Q4 2022.
1,550 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.