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Realta Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-3,294
Closed -$572K – 616
2024
Q2 		$572K Buy
3,294
+809
+33% +$150K 0.11% 206
2024
Q1 		$501K Buy
2,485
+99
+4% +$16.9K 0.1% 233
2023
Q4 		$354K Buy
2,386
+2,225
+1,382% +$330K 0.08% 282
2023
Q3 		$18.8K Hold
161
– – ﹤0.01% 621
2023
Q2 		$18.8K Buy
+161
New +$18.7K ﹤0.01% 664
2020
Q1 		– Sell
-550
Closed -$33K – 972
2019
Q4 		$33K Sell
550
-337
-38% -$21.1K 0.01% 777
2019
Q3 		$53K Sell
887
-1,575
-64% -$83K 0.01% 660
2019
Q2 		$138K Buy
2,462
+985
+67% +$53.9K 0.04% 415
2019
Q1 		$87K Buy
+1,477
New +$92.9K 0.04% 419

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return