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Pacific Capital Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Pacific Capital Wealth Advisors’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
-103
Closed -$16.8K – 453
2024
Q3 		$16.8K Hold
103
– – ﹤0.01% 257
2024
Q2 		$17.9K Buy
+103
New +$19.2K ﹤0.01% 247

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pacific Capital Wealth Advisors's MPC Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Marathon Petroleum (MPC) in Q4 2024, closing a stake of 103 shares — an estimated $16.8K sold.

Pacific Capital Wealth Advisors first reported a position in MPC in Q2 2024 and held it in 2 quarters. The position peaked at $17.9K in Q2 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Marathon Petroleum position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 103 Marathon Petroleum shares in Q4 2024, an estimated $16.8K.
  • Pacific Capital Wealth Advisors first reported a position in Marathon Petroleum in Q2 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Marathon Petroleum position peaked at $17.9K in Q2 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.