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Rockbridge Investment Management’s Marathon Petroleum MPC Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-240
Closed -$35.6K – 431
2023
Q4 		$35.6K Buy
+240
New +$35.6K 0.01% 268
2022
Q3 		– Sell
-240
Closed -$19.7K – 407
2022
Q2 		$19.7K Sell
240
-115
-32% -$10.8K ﹤0.01% 307
2022
Q1 		$30.1K Buy
355
+115
+48% +$8.74K ﹤0.01% 367
2021
Q4 		$15K Buy
240
+200
+500% +$12.9K ﹤0.01% 518
2021
Q3 		$2K Hold
40
– – ﹤0.01% 681
2021
Q2 		$2K Hold
40
– – ﹤0.01% 679
2021
Q1 		$2K Buy
40
+16
+67% +$808 ﹤0.01% 659
2020
Q4 		$1K Hold
24
– – ﹤0.01% 660
2020
Q3 		$1K Hold
24
– – ﹤0.01% 619
2020
Q2 		$1K Buy
+24
New +$771 ﹤0.01% 597

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Rockbridge Investment Management's MPC Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Marathon Petroleum (MPC) in Q1 2024, closing a stake of 240 shares — an estimated $35.6K sold.

Rockbridge Investment Management first reported a position in MPC in Q2 2020 and held it in 10 quarters. The position peaked at $35.6K in Q4 2023. 1,688 funds tracked by Wall St. Rank hold MPC as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Marathon Petroleum position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 240 Marathon Petroleum shares in Q1 2024, an estimated $35.6K.
  • Rockbridge Investment Management first reported a position in Marathon Petroleum in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Marathon Petroleum position peaked at $35.6K in Q4 2023.
  • 1,688 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.