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Norris Financial Group’s Marathon Petroleum MPC Stock Holding History

Norris Financial Group’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
-2,349
Closed -$408K – 83
2024
Q2 		$408K Buy
2,349
+481
+26% +$89.5K 0.21% 57
2024
Q1 		$376K Buy
+1,868
New +$319K 0.21% 57

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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $552B AUM 44.19% 1-Year Est. Return

Norris Financial Group's MPC Position: Q3 2024 in Review

Norris Financial Group sold out of Marathon Petroleum (MPC) in Q3 2024, closing a stake of 2,349 shares — an estimated $408K sold.

Norris Financial Group first reported a position in MPC in Q1 2024 and held it in 2 quarters. The position peaked at $408K in Q2 2024. 1,578 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

  • Norris Financial Group reported no remaining Marathon Petroleum position as of Q3 2024 after selling out during the quarter.
  • Norris Financial Group sold 2,349 Marathon Petroleum shares in Q3 2024, an estimated $408K.
  • Norris Financial Group first reported a position in Marathon Petroleum in Q1 2024 and held it in 2 quarters.
  • Norris Financial Group's Marathon Petroleum position peaked at $408K in Q2 2024.
  • 1,578 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Norris Financial Group's 13F filing for Q3 2024, filed 20 May 2026.