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Steward Financial Group’s Marathon Petroleum MPC Stock Holding History

Steward Financial Group’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 		$73K Buy
485
+1
+0.2% +$139 0.02% 116
2023
Q2 		$56K Sell
484
-77
-14% -$8.95K 0.02% 132
2023
Q1 		$75K Buy
561
+110
+24% +$13.8K 0.03% 72
2022
Q4 		$52K Buy
+451
New +$51.4K 0.03% 77
2022
Q3 		– Sell
-188
Closed -$15K – 843
2022
Q2 		$15K Buy
+188
New +$17.6K 0.01% 191

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Financial Group's MPC Position: Q3 2023 in Review

Steward Financial Group increased its Marathon Petroleum (MPC) stake by 0.21% in Q3 2023, buying an estimated $139 and bringing the position to 485 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #116.

Steward Financial Group first reported a position in MPC in Q2 2022 and has held it in 5 quarters since. The position peaked at $75K in Q1 2023. 1,472 funds tracked by Wall St. Rank hold MPC as of Q3 2023.

  • Steward Financial Group held 485 shares of Marathon Petroleum worth $73K as of Q3 2023.
  • Steward Financial Group bought 1 Marathon Petroleum share in Q3 2023, an estimated $139.
  • Marathon Petroleum made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #116 holding.
  • Steward Financial Group first reported a position in Marathon Petroleum in Q2 2022 and has held it in 5 quarters since.
  • Steward Financial Group's Marathon Petroleum position peaked at $75K in Q1 2023.
  • 1,472 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.