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Morningstar Investment Services’s Marathon Petroleum MPC Stock Holding History

Morningstar Investment 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
2024
Q4 		– Sell
-2,040
Closed -$334K – 300
2024
Q3 		$334K Buy
2,040
+257
+14% +$43.4K ﹤0.01% 329
2024
Q2 		$308K Sell
1,783
-46
-3% -$8.55K ﹤0.01% 307
2024
Q1 		$360K Sell
1,829
-1,305
-42% -$223K ﹤0.01% 267
2023
Q4 		$460K Buy
+3,134
New +$465K ﹤0.01% 297

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88B AUM 29.07% 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 $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morningstar Investment Services's MPC Position: Q4 2024 in Review

Morningstar Investment Services sold out of Marathon Petroleum (MPC) in Q4 2024, closing a stake of 2,040 shares — an estimated $334K sold.

Morningstar Investment Services first reported a position in MPC in Q4 2023 and held it in 4 quarters. The position peaked at $460K in Q4 2023. 1,557 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Morningstar Investment Services reported no remaining Marathon Petroleum position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 2,040 Marathon Petroleum shares in Q4 2024, an estimated $334K.
  • Morningstar Investment Services first reported a position in Marathon Petroleum in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Marathon Petroleum position peaked at $460K in Q4 2023.
  • 1,557 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.