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Portfolio Design Labs’s Marathon Petroleum MPC Stock Holding History

Portfolio Design Labs’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
Q2 		– Sell
-1,191
Closed -$240K – 108
2024
Q1 		$240K Sell
1,191
-679
-36% -$116K 0.08% 103
2023
Q4 		$277K Buy
+1,870
New +$278K 0.11% 100

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Portfolio Design Labs's MPC Position: Q2 2024 in Review

Portfolio Design Labs sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 1,191 shares — an estimated $240K sold.

Portfolio Design Labs first reported a position in MPC in Q4 2023 and held it in 2 quarters. The position peaked at $277K in Q4 2023. 1,645 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

  • Portfolio Design Labs reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
  • Portfolio Design Labs sold 1,191 Marathon Petroleum shares in Q2 2024, an estimated $240K.
  • Portfolio Design Labs first reported a position in Marathon Petroleum in Q4 2023 and held it in 2 quarters.
  • Portfolio Design Labs's Marathon Petroleum position peaked at $277K in Q4 2023.
  • 1,645 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on Portfolio Design Labs's 13F filing for Q2 2024, filed 13 Aug 2024.