Stelac Advisory Services’s Marathon Petroleum MPC Stock Holding History

Stelac Advisory Services’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
2023 Q3	–	Sell	-3,345	Closed	-$390K	–	142
2023 Q2	$390K	Sell	3,345 -216	-6%	-$25.1K	0.17%	100
2023 Q1	$480K	Sell	3,561 -1,167	-25%	-$146K	0.21%	86
2022 Q4	$550K	Sell	4,728 -511	-10%	-$58.2K	0.25%	67
2022 Q3	$520K	Hold	5,239	–	–	0.24%	67
2022 Q2	$431K	Buy	5,239 +3,443	+192%	+$322K	0.17%	96
2022 Q1	$154K	Sell	1,796 -3,437	-66%	-$261K	0.06%	140
2021 Q4	$335K	Buy	5,233 +309	+6%	+$19.9K	0.09%	121
2021 Q3	$304K	Buy	4,924 +172	+4%	+$9.89K	0.08%	163
2021 Q2	$287K	Buy	+4,752	New	+$279K	0.07%	176

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stelac Advisory Services's MPC Position: Q3 2023 in Review

Stelac Advisory Services sold out of Marathon Petroleum (MPC) in Q3 2023, closing a stake of 3,345 shares — an estimated $390K sold.

Stelac Advisory Services first reported a position in MPC in Q2 2021 and held it in 9 quarters. The position peaked at $550K in Q4 2022. 1,472 funds tracked by Wall St. Rank hold MPC as of Q3 2023.

Stelac Advisory Services reported no remaining Marathon Petroleum position as of Q3 2023 after selling out during the quarter.
Stelac Advisory Services sold 3,345 Marathon Petroleum shares in Q3 2023, an estimated $390K.
Stelac Advisory Services first reported a position in Marathon Petroleum in Q2 2021 and held it in 9 quarters.
Stelac Advisory Services's Marathon Petroleum position peaked at $550K in Q4 2022.
1,472 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2023.

Based on Stelac Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.