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Schechter Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Schechter 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
2025
Q1 		$1.29M Buy
8,843
+359
+4% +$53.1K 0.11% 187
2024
Q4 		$1.18M Sell
8,484
-1,242
-13% -$190K 0.09% 211
2024
Q3 		$1.58M Buy
9,726
+51
+0.5% +$8.62K 0.12% 168
2024
Q2 		$1.68M Sell
9,675
-385
-4% -$71.6K 0.13% 154
2024
Q1 		$2.03M Sell
10,060
-33
-0.3% -$5.64K 0.15% 120
2023
Q4 		$1.5M Sell
10,093
-623
-6% -$92.5K 0.13% 156
2023
Q3 		$1.62M Sell
10,716
-909
-8% -$127K 0.16% 133
2023
Q2 		$1.36M Sell
11,625
-787
-6% -$91.5K 0.12% 185
2023
Q1 		$1.67M Buy
12,412
+228
+2% +$28.5K 0.15% 146
2022
Q4 		$1.42M Buy
12,184
+573
+5% +$65.3K 0.13% 190
2022
Q3 		$1.15M Sell
11,611
-1,109
-9% -$104K 0.11% 229
2022
Q2 		$1.05M Sell
12,720
-1,714
-12% -$160K 0.1% 278
2022
Q1 		$1.23M Sell
14,434
-352
-2% -$26.8K 0.11% 230
2021
Q4 		$946K Buy
+14,786
New +$950K 0.09% 325

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
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
Morgan Stanley
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Schechter Investment Advisors's MPC Position: Q1 2025 in Review

Schechter Investment Advisors increased its Marathon Petroleum (MPC) stake by 4.2% in Q1 2025, buying an estimated $53.1K and bringing the position to 8,843 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #187.

Schechter Investment Advisors first reported a position in MPC in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.03M in Q1 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q1 2025.

  • Schechter Investment Advisors held 8,843 shares of Marathon Petroleum worth $1.29M as of Q1 2025.
  • Schechter Investment Advisors bought 359 Marathon Petroleum shares in Q1 2025, an estimated $53.1K.
  • Marathon Petroleum made up 0.11% of Schechter Investment Advisors's portfolio in Q1 2025, its #187 holding.
  • Schechter Investment Advisors first reported a position in Marathon Petroleum in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Marathon Petroleum position peaked at $2.03M in Q1 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.