PFA
MPC icon

Peak Financial Advisors’s Marathon Petroleum MPC Stock Holding History

Peak Financial 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
2021
Q3 		– Sell
-45,953
Closed -$2.78M – 78
2021
Q2 		$2.78M Buy
45,953
+214
+0.5% +$12.5K 2.39% 11
2021
Q1 		$2.45M Buy
45,739
+1,129
+3% +$57K 2.06% 12
2020
Q4 		$1.84M Buy
+44,610
New +$1.6M 1.59% 22

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Peak Financial Advisors's MPC Position: Q3 2021 in Review

Peak Financial Advisors sold out of Marathon Petroleum (MPC) in Q3 2021, closing a stake of 45,953 shares — an estimated $2.78M sold.

Peak Financial Advisors first reported a position in MPC in Q4 2020 and held it in 3 quarters. The position peaked at $2.78M in Q2 2021. 1,004 funds tracked by Wall St. Rank hold MPC as of Q3 2021.

  • Peak Financial Advisors reported no remaining Marathon Petroleum position as of Q3 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 45,953 Marathon Petroleum shares in Q3 2021, an estimated $2.78M.
  • Peak Financial Advisors first reported a position in Marathon Petroleum in Q4 2020 and held it in 3 quarters.
  • Peak Financial Advisors's Marathon Petroleum position peaked at $2.78M in Q2 2021.
  • 1,004 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2021.

Based on Peak Financial Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.