PKO Investment Management Joint-Stock’s Marathon Petroleum MPC Stock Holding History

PKO Investment Management Joint-Stock’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
2023 Q4	–	Sell	-16,600	Closed	-$2.51M	–	149
2023 Q3	$2.51M	Sell	16,600 -6,300	-28%	-$878K	0.34%	52
2023 Q2	$2.67M	Hold	22,900	–	–	0.33%	55
2023 Q1	$3.09M	Sell	22,900 -10,900	-32%	-$1.36M	0.41%	48
2022 Q4	$3.93M	Sell	33,800 -6,700	-17%	-$764K	0.57%	38
2022 Q3	$4.02M	Sell	40,500 -12,000	-23%	-$1.12M	0.68%	33
2022 Q2	$4.32M	Buy	52,500 +7,000	+15%	+$654K	0.62%	40
2022 Q1	$3.89M	Buy	+45,500	New	+$3.46M	0.47%	49

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PKO Investment Management Joint-Stock's MPC Position: Q4 2023 in Review

PKO Investment Management Joint-Stock sold out of Marathon Petroleum (MPC) in Q4 2023, closing a stake of 16,600 shares — an estimated $2.51M sold.

PKO Investment Management Joint-Stock first reported a position in MPC in Q1 2022 and held it in 7 quarters. The position peaked at $4.32M in Q2 2022. 1,549 funds tracked by Wall St. Rank hold MPC as of Q4 2023.

PKO Investment Management Joint-Stock reported no remaining Marathon Petroleum position as of Q4 2023 after selling out during the quarter.
PKO Investment Management Joint-Stock sold 16,600 Marathon Petroleum shares in Q4 2023, an estimated $2.51M.
PKO Investment Management Joint-Stock first reported a position in Marathon Petroleum in Q1 2022 and held it in 7 quarters.
PKO Investment Management Joint-Stock's Marathon Petroleum position peaked at $4.32M in Q2 2022.
1,549 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2023.

Based on PKO Investment Management Joint-Stock's 13F filing for Q4 2023, filed 13 Mar 2025.