Prudent Man Advisors’s Marathon Petroleum MPC Stock Holding History

Prudent Man 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
2025 Q3	–	Sell	-1,755	Closed	-$292K	–	164
2025 Q2	$292K	Sell	1,755 -2,301	-57%	-$345K	0.09%	140
2025 Q1	$591K	Buy	4,056 +91	+2%	+$13.5K	0.21%	108
2024 Q4	$553K	Sell	3,965 -501	-11%	-$76.5K	0.2%	110
2024 Q3	$728K	Sell	4,466 -897	-17%	-$152K	0.24%	98
2024 Q2	$930K	Buy	5,363 +214	+4%	+$39.8K	0.33%	72
2024 Q1	$1.04M	Buy	5,149 +1,044	+25%	+$179K	0.39%	59
2023 Q4	$609K	Sell	4,105 -2,567	-38%	-$381K	0.23%	100
2023 Q3	$1.01M	Sell	6,672 -1,584	-19%	-$221K	0.4%	60
2023 Q2	$963K	Sell	8,256 -96	-1%	-$11.2K	0.36%	58
2023 Q1	$1.13M	Sell	8,352 -167	-2%	-$20.9K	0.44%	47
2022 Q4	$992K	Buy	8,519 +8	+0.1%	+$912	0.4%	56
2022 Q3	$845K	Buy	8,511 +693	+9%	+$64.9K	0.4%	51
2022 Q2	$643K	Sell	7,818 -1,454	-16%	-$136K	0.3%	67
2022 Q1	$793K	Sell	9,272 -159	-2%	-$12.1K	0.32%	61
2021 Q4	$603K	Sell	9,431 -2,016	-18%	-$130K	0.23%	87
2021 Q3	$708K	Sell	11,447 -19	-0.2%	-$1.09K	0.27%	77
2021 Q2	$693K	Sell	11,466 -87	-0.8%	-$5.1K	0.27%	80
2021 Q1	$618K	Buy	11,553 +432	+4%	+$21.8K	0.26%	79
2020 Q4	$460K	Sell	11,121 -135	-1%	-$4.84K	0.19%	92
2020 Q3	$330K	Buy	+11,256	New	+$396K	0.18%	105

Other funds holding MPC

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

Boston Partners

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

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon

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

Fidelity Investments

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