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Tandem Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Tandem Investment 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
2024
Q2 		– Sell
-1,092
Closed -$220K – 87
2024
Q1 		$220K Sell
1,092
-344
-24% -$58.8K 0.01% 82
2023
Q4 		$213K Sell
1,436
-82
-5% -$12.2K 0.01% 77
2023
Q3 		$230K Sell
1,518
-352
-19% -$49.1K 0.01% 72
2023
Q2 		$218K Buy
+1,870
New +$217K 0.01% 71
2023
Q1 		– Sell
-2,043
Closed -$238K – 84
2022
Q4 		$238K Buy
+2,043
New +$233K 0.01% 79

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tandem Investment Advisors's MPC Position: Q2 2024 in Review

Tandem Investment Advisors sold out of Marathon Petroleum (MPC) in Q2 2024, closing a stake of 1,092 shares — an estimated $220K sold.

Tandem Investment Advisors first reported a position in MPC in Q4 2022 and held it in 5 quarters. The position peaked at $238K in Q4 2022. 1,645 funds tracked by Wall St. Rank hold MPC as of Q2 2024.

  • Tandem Investment Advisors reported no remaining Marathon Petroleum position as of Q2 2024 after selling out during the quarter.
  • Tandem Investment Advisors sold 1,092 Marathon Petroleum shares in Q2 2024, an estimated $220K.
  • Tandem Investment Advisors first reported a position in Marathon Petroleum in Q4 2022 and held it in 5 quarters.
  • Tandem Investment Advisors's Marathon Petroleum position peaked at $238K in Q4 2022.
  • 1,645 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2024.

Based on Tandem Investment Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.