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Narus Financial Partners’s Marathon Petroleum MPC Stock Holding History

Narus Financial Partners’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 		– Sell
-1,291
Closed -$224K – 153
2024
Q2 		$224K Sell
1,291
-12
-0.9% -$2.23K 0.09% 129
2024
Q1 		$263K Sell
1,303
-130
-9% -$22.2K 0.11% 121
2023
Q4 		$213K Sell
1,433
-73
-5% -$10.8K 0.1% 129
2023
Q3 		$228K Buy
+1,506
New +$210K 0.12% 113

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
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 $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Narus Financial Partners's MPC Position: Q3 2024 in Review

Narus Financial Partners sold out of Marathon Petroleum (MPC) in Q3 2024, closing a stake of 1,291 shares — an estimated $224K sold.

Narus Financial Partners first reported a position in MPC in Q3 2023 and held it in 4 quarters. The position peaked at $263K in Q1 2024. 1,574 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

  • Narus Financial Partners reported no remaining Marathon Petroleum position as of Q3 2024 after selling out during the quarter.
  • Narus Financial Partners sold 1,291 Marathon Petroleum shares in Q3 2024, an estimated $224K.
  • Narus Financial Partners first reported a position in Marathon Petroleum in Q3 2023 and held it in 4 quarters.
  • Narus Financial Partners's Marathon Petroleum position peaked at $263K in Q1 2024.
  • 1,574 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Narus Financial Partners's 13F filing for Q3 2024, filed 18 Oct 2024.