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Sovereign Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Sovereign 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 		– Sell
-2,947
Closed -$411K – 70
2024
Q4 		$411K Buy
+2,947
New +$450K 0.12% 55

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

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

Sovereign Investment Advisors sold out of Marathon Petroleum (MPC) in Q1 2025, closing a stake of 2,947 shares — an estimated $411K sold.

Sovereign Investment Advisors first reported a position in MPC in Q4 2024 and held it in 1 quarter. The position peaked at $411K in Q4 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q1 2025.

  • Sovereign Investment Advisors reported no remaining Marathon Petroleum position as of Q1 2025 after selling out during the quarter.
  • Sovereign Investment Advisors sold 2,947 Marathon Petroleum shares in Q1 2025, an estimated $411K.
  • Sovereign Investment Advisors first reported a position in Marathon Petroleum in Q4 2024 and held it in 1 quarter.
  • Sovereign Investment Advisors's Marathon Petroleum position peaked at $411K in Q4 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2025.

Based on Sovereign Investment Advisors's 13F filing for Q1 2025, filed 8 May 2025.