MBFW
MPC icon

Morton Brown Family Wealth’s Marathon Petroleum MPC Stock Holding History

Morton Brown Family Wealth’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
2025
Q1 		– Sell
-104
Closed -$14.5K – 343
2024
Q4 		$14.5K Hold
104
– – 0.01% 155
2024
Q3 		$16.9K Buy
+104
New +$17.6K 0.01% 142

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morton Brown Family Wealth's MPC Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of Marathon Petroleum (MPC) in Q1 2025, closing a stake of 104 shares — an estimated $14.5K sold.

Morton Brown Family Wealth first reported a position in MPC in Q3 2024 and held it in 2 quarters. The position peaked at $16.9K in Q3 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q1 2025.

  • Morton Brown Family Wealth reported no remaining Marathon Petroleum position as of Q1 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 104 Marathon Petroleum shares in Q1 2025, an estimated $14.5K.
  • Morton Brown Family Wealth first reported a position in Marathon Petroleum in Q3 2024 and held it in 2 quarters.
  • Morton Brown Family Wealth's Marathon Petroleum position peaked at $16.9K in Q3 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.