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Patriot Financial Group Insurance Agency’s Marathon Petroleum MPC Stock Holding History

Patriot Financial Group Insurance Agency’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
-1,891
Closed -$328K – 521
2024
Q2 		$328K Sell
1,891
-44
-2% -$8.18K 0.05% 350
2024
Q1 		$390K Buy
1,935
+93
+5% +$15.9K 0.06% 312
2023
Q4 		$273K Sell
1,842
-60
-3% -$8.91K 0.05% 353
2023
Q3 		$288K Sell
1,902
-120
-6% -$16.7K 0.06% 332
2023
Q2 		$236K Buy
2,022
+260
+15% +$30.2K 0.04% 391
2023
Q1 		$238K Buy
+1,762
New +$220K 0.05% 386
2022
Q3 		– Sell
-657
Closed -$54K – 1349
2022
Q2 		$54K Buy
657
+50
+8% +$4.67K 0.01% 708
2022
Q1 		$52K Sell
607
-6,506
-91% -$495K 0.01% 763
2021
Q4 		$455K Buy
7,113
+2,596
+57% +$167K 0.08% 262
2021
Q3 		$279K Buy
4,517
+3,030
+204% +$174K 0.05% 359
2021
Q2 		$90K Sell
1,487
-413
-22% -$24.2K 0.02% 665
2021
Q1 		$102K Buy
1,900
+220
+13% +$11.1K 0.02% 552
2020
Q4 		$69K Buy
1,680
+1,500
+833% +$53.8K 0.02% 595
2020
Q3 		$5K Hold
180
– – ﹤0.01% 1237
2020
Q2 		$7K Sell
180
-19
-10% -$610 ﹤0.01% 1089
2020
Q1 		$5K Hold
199
– – ﹤0.01% 1079
2019
Q4 		$12K Hold
199
– – ﹤0.01% 798
2019
Q3 		$12K Buy
199
+171
+611% +$9.01K 0.01% 768
2019
Q2 		$2K Sell
28
-100
-78% -$5.47K ﹤0.01% 1133
2019
Q1 		$8K Buy
128
+95
+288% +$5.98K ﹤0.01% 751
2018
Q4 		$2K Sell
33
-32
-49% -$2.18K ﹤0.01% 843
2018
Q3 		$5K Buy
+65
New +$5.14K ﹤0.01% 746
2018
Q2 		– Sell
-100
Closed -$7K – 800
2018
Q1 		$7K Buy
+100
New +$6.88K 0.01% 661
2017
Q3 		– Sell
-105
Closed -$6K – 941
2017
Q2 		$6K Buy
105
+1
+1% +$52 0.01% 646
2017
Q1 		$5K Buy
104
+1
+1% +$50 0.01% 629
2016
Q4 		$5K Buy
+103
New +$4.68K 0.01% 572

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

Patriot Financial Group Insurance Agency's MPC Position: Q3 2024 in Review

Patriot Financial Group Insurance Agency sold out of Marathon Petroleum (MPC) in Q3 2024, closing a stake of 1,891 shares — an estimated $328K sold.

Patriot Financial Group Insurance Agency first reported a position in MPC in Q4 2016 and held it in 26 quarters. The position peaked at $455K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

  • Patriot Financial Group Insurance Agency reported no remaining Marathon Petroleum position as of Q3 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,891 Marathon Petroleum shares in Q3 2024, an estimated $328K.
  • Patriot Financial Group Insurance Agency first reported a position in Marathon Petroleum in Q4 2016 and held it in 26 quarters.
  • Patriot Financial Group Insurance Agency's Marathon Petroleum position peaked at $455K in Q4 2021.
  • 1,575 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2024, filed 24 Oct 2024.