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Money Concepts Capital’s Marathon Petroleum MPC Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-72,736
Closed -$10.8M – 399
2023
Q4 		$10.8M Buy
+72,736
New +$10.8M 1% 22
2023
Q1 		– Sell
-5,819
Closed -$677K – 1960
2022
Q4 		$677K Buy
5,819
+5,494
+1,690% +$626K 0.03% 365
2022
Q3 		$32K Hold
325
– – ﹤0.01% 809
2022
Q2 		$27K Sell
325
-3,110
-91% -$291K ﹤0.01% 820
2022
Q1 		$294K Buy
+3,435
New +$261K 0.02% 583

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Money Concepts Capital's MPC Position: Q1 2024 in Review

Money Concepts Capital sold out of Marathon Petroleum (MPC) in Q1 2024, closing a stake of 72,736 shares — an estimated $10.8M sold.

Money Concepts Capital first reported a position in MPC in Q1 2022 and held it in 5 quarters. The position peaked at $10.8M in Q4 2023. 1,688 funds tracked by Wall St. Rank hold MPC as of Q1 2024.

  • Money Concepts Capital reported no remaining Marathon Petroleum position as of Q1 2024 after selling out during the quarter.
  • Money Concepts Capital sold 72,736 Marathon Petroleum shares in Q1 2024, an estimated $10.8M.
  • Money Concepts Capital first reported a position in Marathon Petroleum in Q1 2022 and held it in 5 quarters.
  • Money Concepts Capital's Marathon Petroleum position peaked at $10.8M in Q4 2023.
  • 1,688 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2024.

Based on Money Concepts Capital's 13F filing for Q1 2024, filed 1 May 2024.