NERM
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New England Research & Management’s Marathon Petroleum MPC Stock Holding History

New England Research & 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
Q4 		– Sell
-2,650
Closed -$432K – 171
2024
Q3 		$432K Sell
2,650
-375
-12% -$63.4K 0.2% 121
2024
Q2 		$525K Buy
+3,025
New +$563K 0.25% 117
2023
Q3 		– Sell
-1,993
Closed -$232K – 162
2023
Q2 		$232K Hold
1,993
– – 0.13% 126
2023
Q1 		$269K Sell
1,993
-300
-13% -$37.5K 0.16% 126
2022
Q4 		$267K Sell
2,293
-250
-10% -$28.5K 0.15% 137
2022
Q3 		$253K Sell
2,543
-6,950
-73% -$651K 0.16% 137
2022
Q2 		$780K Sell
9,493
-3,607
-28% -$337K 0.45% 82
2022
Q1 		$1.12M Buy
13,100
+2,650
+25% +$201K 0.58% 59
2021
Q4 		$669K Buy
+10,450
New +$672K 0.32% 94
2019
Q4 		– Sell
-10,475
Closed -$636K – 156
2019
Q3 		$636K Sell
10,475
-7,775
-43% -$410K 0.46% 79
2019
Q2 		$1.02M Sell
18,250
-4,150
-19% -$227K 0.69% 47
2019
Q1 		$1.34M Buy
22,400
+15,850
+242% +$997K 0.91% 34
2018
Q4 		$387K Sell
6,550
-6,867
-51% -$469K 0.3% 100
2018
Q3 		$1.07M Sell
13,417
-9,133
-41% -$722K 0.7% 50
2018
Q2 		$1.58M Buy
+22,550
New +$1.72M 1.05% 23
2017
Q2 		– Sell
-10,375
Closed -$524K – 162
2017
Q1 		$524K Buy
+10,375
New +$517K 0.4% 84
2016
Q3 		– Sell
-12,100
Closed -$459K – 178
2016
Q2 		$459K Sell
12,100
-700
-5% -$25.7K 0.4% 85
2016
Q1 		$476K Buy
+12,800
New +$487K 0.4% 92
2014
Q1 		– Sell
-10,100
Closed -$463K – 150
2013
Q4 		$463K Buy
+10,100
New +$389K 0.45% 91

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 $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

New England Research & Management's MPC Position: Q4 2024 in Review

New England Research & Management sold out of Marathon Petroleum (MPC) in Q4 2024, closing a stake of 2,650 shares — an estimated $432K sold.

New England Research & Management first reported a position in MPC in Q4 2013 and held it in 19 quarters. The position peaked at $1.58M in Q2 2018. 1,559 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • New England Research & Management reported no remaining Marathon Petroleum position as of Q4 2024 after selling out during the quarter.
  • New England Research & Management sold 2,650 Marathon Petroleum shares in Q4 2024, an estimated $432K.
  • New England Research & Management first reported a position in Marathon Petroleum in Q4 2013 and held it in 19 quarters.
  • New England Research & Management's Marathon Petroleum position peaked at $1.58M in Q2 2018.
  • 1,559 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on New England Research & Management's 13F filing for Q4 2024, filed 23 Jan 2025.