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Stokes Family Office’s Marathon Petroleum MPC Stock Holding History

Stokes Family Office’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
Q4 		– Sell
-2,270
Closed -$344K – 294
2023
Q3 		$344K Buy
2,270
+156
+7% +$21.7K 0.04% 226
2023
Q2 		$247K Sell
2,114
-339
-14% -$39.4K 0.03% 266
2023
Q1 		$331K Buy
2,453
+686
+39% +$85.8K 0.04% 212
2022
Q4 		$206K Buy
+1,767
New +$201K 0.03% 257

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stokes Family Office's MPC Position: Q4 2023 in Review

Stokes Family Office sold out of Marathon Petroleum (MPC) in Q4 2023, closing a stake of 2,270 shares — an estimated $344K sold.

Stokes Family Office first reported a position in MPC in Q4 2022 and held it in 4 quarters. The position peaked at $344K in Q3 2023. 1,549 funds tracked by Wall St. Rank hold MPC as of Q4 2023.

  • Stokes Family Office reported no remaining Marathon Petroleum position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 2,270 Marathon Petroleum shares in Q4 2023, an estimated $344K.
  • Stokes Family Office first reported a position in Marathon Petroleum in Q4 2022 and held it in 4 quarters.
  • Stokes Family Office's Marathon Petroleum position peaked at $344K in Q3 2023.
  • 1,549 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.