Private Advisory Group’s Marathon Petroleum MPC Stock Holding History

Private Advisory Group’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 Q2	–	Sell	-3,159	Closed	-$426K	–	224
2023 Q1	$426K	Sell	3,159 -181	-5%	-$22.6K	0.09%	140
2022 Q4	$389K	Buy	+3,340	New	+$381K	0.09%	145

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Private Advisory Group's MPC Position: Q2 2023 in Review

Private Advisory Group sold out of Marathon Petroleum (MPC) in Q2 2023, closing a stake of 3,159 shares — an estimated $426K sold.

Private Advisory Group first reported a position in MPC in Q4 2022 and held it in 2 quarters. The position peaked at $426K in Q1 2023. 1,353 funds tracked by Wall St. Rank hold MPC as of Q2 2023.

Private Advisory Group reported no remaining Marathon Petroleum position as of Q2 2023 after selling out during the quarter.
Private Advisory Group sold 3,159 Marathon Petroleum shares in Q2 2023, an estimated $426K.
Private Advisory Group first reported a position in Marathon Petroleum in Q4 2022 and held it in 2 quarters.
Private Advisory Group's Marathon Petroleum position peaked at $426K in Q1 2023.
1,353 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2023.

Based on Private Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.