Surevest’s Marathon Petroleum MPC Stock Holding History

Surevest’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
2022 Q3	$2K	Hold	23	–	–	﹤0.01%	399
2022 Q2	$2K	Hold	23	–	–	﹤0.01%	426
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	408
2021 Q4	$1K	Buy	+23	New	+$1.48K	﹤0.01%	489

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Surevest's MPC Position: Q3 2022 in Review

Surevest held its Marathon Petroleum (MPC) position steady in Q3 2022 at 23 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Surevest first reported a position in MPC in Q4 2021 and has held it in 4 quarters since. 1,291 funds tracked by Wall St. Rank hold MPC as of Q3 2022.

Surevest held 23 shares of Marathon Petroleum worth $2K as of Q3 2022.
Surevest left its Marathon Petroleum share count unchanged in Q3 2022.
Marathon Petroleum made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #399 holding.
Surevest first reported a position in Marathon Petroleum in Q4 2021 and has held it in 4 quarters since.
1,291 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.