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Source Financial Advisors’s Marathon Petroleum MPC Stock Holding History

Source Financial 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
-1,216
Closed -$211K – 123
2024
Q2 		$211K Hold
1,216
– – 0.06% 110
2024
Q1 		$245K Buy
+1,216
New +$208K 0.07% 104

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
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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Source Financial Advisors's MPC Position: Q3 2024 in Review

Source Financial Advisors sold out of Marathon Petroleum (MPC) in Q3 2024, closing a stake of 1,216 shares — an estimated $211K sold.

Source Financial Advisors first reported a position in MPC in Q1 2024 and held it in 2 quarters. The position peaked at $245K in Q1 2024. 1,574 funds tracked by Wall St. Rank hold MPC as of Q3 2024.

  • Source Financial Advisors reported no remaining Marathon Petroleum position as of Q3 2024 after selling out during the quarter.
  • Source Financial Advisors sold 1,216 Marathon Petroleum shares in Q3 2024, an estimated $211K.
  • Source Financial Advisors first reported a position in Marathon Petroleum in Q1 2024 and held it in 2 quarters.
  • Source Financial Advisors's Marathon Petroleum position peaked at $245K in Q1 2024.
  • 1,574 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.