Summa Corp’s Marathon Petroleum MPC Stock Holding History

Summa Corp’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 Q1	–	Sell	-15,000	Closed	-$2.23M	–	61
2023 Q4	$2.23M	Buy	+15,000	New	+$2.23M	1.56%	13

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

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

EIM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Summa Corp's MPC Position: Q1 2024 in Review

Summa Corp sold out of Marathon Petroleum (MPC) in Q1 2024, closing a stake of 15,000 shares — an estimated $2.23M sold.

Summa Corp first reported a position in MPC in Q4 2023 and held it in 1 quarter. The position peaked at $2.23M in Q4 2023. 1,688 funds tracked by Wall St. Rank hold MPC as of Q1 2024.

Summa Corp reported no remaining Marathon Petroleum position as of Q1 2024 after selling out during the quarter.
Summa Corp sold 15,000 Marathon Petroleum shares in Q1 2024, an estimated $2.23M.
Summa Corp first reported a position in Marathon Petroleum in Q4 2023 and held it in 1 quarter.
Summa Corp's Marathon Petroleum position peaked at $2.23M in Q4 2023.
1,688 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2024.

Based on Summa Corp's 13F filing for Q1 2024, filed 23 Apr 2024.