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Naples Money Management’s Marathon Petroleum MPC Stock Holding History

Naples Money Management’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
Q3 		$2.29M Sell
14,051
-564
-4% -$95.3K 1.93% 19
2024
Q2 		$2.55M Buy
14,615
+100
+0.7% +$18.6K 2.18% 16
2024
Q1 		$2.92M Sell
14,515
-2,776
-16% -$475K 2.91% 10
2023
Q4 		$2.57M Buy
+17,291
New +$2.57M 2.4% 13

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Naples Money Management's MPC Position: Q3 2024 in Review

Naples Money Management reduced its Marathon Petroleum (MPC) stake by 3.9% in Q3 2024, selling an estimated $95.3K and leaving 14,051 shares worth $2.29M. The position accounts for 1.93% of the portfolio, ranked #19.

Naples Money Management first reported a position in MPC in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.92M in Q1 2024. 1,576 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

  • Naples Money Management held 14,051 shares of Marathon Petroleum worth $2.29M as of Q3 2024.
  • Naples Money Management sold 564 Marathon Petroleum shares in Q3 2024, an estimated $95.3K.
  • Marathon Petroleum made up 1.93% of Naples Money Management's portfolio in Q3 2024, its #19 holding.
  • Naples Money Management first reported a position in Marathon Petroleum in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Marathon Petroleum position peaked at $2.92M in Q1 2024.
  • 1,576 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.