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Surience Private Wealth’s Marathon Petroleum MPC Stock Holding History

Surience Private Wealth’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
-26,313
Closed -$3.9M – 35
2023
Q4 		$3.9M Buy
26,313
+14,261
+118% +$2.12M 3.96% 12
2023
Q3 		$1.82M Buy
+12,052
New +$1.68M 3.53% 9

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
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Surience Private Wealth's MPC Position: Q1 2024 in Review

Surience Private Wealth sold out of Marathon Petroleum (MPC) in Q1 2024, closing a stake of 26,313 shares — an estimated $3.9M sold.

Surience Private Wealth first reported a position in MPC in Q3 2023 and held it in 2 quarters. The position peaked at $3.9M in Q4 2023. 1,688 funds tracked by Wall St. Rank hold MPC as of Q1 2024.

  • Surience Private Wealth reported no remaining Marathon Petroleum position as of Q1 2024 after selling out during the quarter.
  • Surience Private Wealth sold 26,313 Marathon Petroleum shares in Q1 2024, an estimated $3.9M.
  • Surience Private Wealth first reported a position in Marathon Petroleum in Q3 2023 and held it in 2 quarters.
  • Surience Private Wealth's Marathon Petroleum position peaked at $3.9M in Q4 2023.
  • 1,688 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2024.

Based on Surience Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.