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Sutton Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Sutton Wealth Advisors’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 		$46K Buy
304
+24
+9% +$3.35K 0.02% 236
2023
Q2 		$32.6K Buy
280
+7
+3% +$814 0.02% 281
2023
Q1 		$36.8K Sell
273
-336
-55% -$42K 0.02% 235
2022
Q4 		$70.9K Sell
609
-3
-0.5% -$342 0.03% 309
2022
Q3 		$60.8K Sell
612
-4
-0.6% -$374 0.02% 336
2022
Q2 		$50.6K Buy
616
+2
+0.3% +$187 0.02% 377
2022
Q1 		$52.5K Sell
614
-131
-18% -$9.96K 0.02% 385
2021
Q4 		$47.7K Buy
745
+190
+34% +$12.2K 0.02% 427
2021
Q3 		$34.3K Buy
555
+4
+0.7% +$230 0.01% 509
2021
Q2 		$33.3K Hold
551
– – 0.01% 537
2021
Q1 		$29.5K Buy
551
+6
+1% +$303 0.01% 558
2020
Q4 		$22.5K Buy
545
+40
+8% +$1.44K 0.01% 572
2020
Q3 		$14.8K Buy
505
+7
+1% +$246 0.01% 630
2020
Q2 		$18.6K Buy
498
+72
+17% +$2.31K 0.01% 552
2020
Q1 		$10.1K Sell
426
-47
-10% -$2.17K 0.01% 650
2019
Q4 		$28.5K Hold
473
– – 0.01% 471
2019
Q3 		$28.7K Buy
473
+23
+5% +$1.21K 0.02% 465
2019
Q2 		$25.1K Sell
450
-21
-4% -$1.15K 0.01% 501
2019
Q1 		$28.2K Buy
471
+12
+3% +$755 0.02% 466
2018
Q4 		$27.1K Buy
459
+56
+14% +$3.82K 0.02% 430
2018
Q3 		$32.2K Hold
403
– – 0.02% 412
2018
Q2 		$28.3K Hold
403
– – 0.02% 458
2018
Q1 		$29.5K Hold
403
– – 0.02% 429
2017
Q4 		$26.6K Hold
403
– – 0.02% 452
2017
Q3 		$22.6K Hold
403
– – 0.02% 504
2017
Q2 		$21.1K Buy
403
+14
+4% +$723 0.02% 507
2017
Q1 		$19.7K Hold
389
– – 0.02% 524
2016
Q4 		$19.6K Hold
389
– – 0.02% 504
2016
Q3 		$15.8K Hold
389
– – 0.01% 527
2016
Q2 		$14.8K Hold
389
– – 0.01% 526
2016
Q1 		$14.5K Buy
+389
New +$14.8K 0.01% 521

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

Sutton Wealth Advisors's MPC Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Marathon Petroleum (MPC) stake by 8.6% in Q3 2023, buying an estimated $3.35K and bringing the position to 304 shares worth $46K. The position accounts for 0.02% of the portfolio, ranked #236.

Sutton Wealth Advisors first reported a position in MPC in Q1 2016 and has held it in 31 quarters since. The position peaked at $70.9K in Q4 2022. 1,473 funds tracked by Wall St. Rank hold MPC as of Q3 2023.

  • Sutton Wealth Advisors held 304 shares of Marathon Petroleum worth $46K as of Q3 2023.
  • Sutton Wealth Advisors bought 24 Marathon Petroleum shares in Q3 2023, an estimated $3.35K.
  • Marathon Petroleum made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #236 holding.
  • Sutton Wealth Advisors first reported a position in Marathon Petroleum in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Marathon Petroleum position peaked at $70.9K in Q4 2022.
  • 1,473 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.