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Western Financial Corp’s Marathon Petroleum MPC Stock Holding History

Western Financial 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
Q4 		– Sell
-5,065
Closed -$825K – 133
2024
Q3 		$825K Buy
5,065
+8
+0.2% +$1.35K 0.47% 64
2024
Q2 		$877K Buy
5,057
+104
+2% +$19.3K 0.53% 58
2024
Q1 		$998K Sell
4,953
-411
-8% -$70.3K 0.61% 46
2023
Q4 		$796K Sell
5,364
-290
-5% -$43.1K 0.53% 46
2023
Q3 		$856K Sell
5,654
-890
-14% -$124K 0.63% 32
2023
Q2 		$763K Buy
6,544
+41
+0.6% +$4.77K 0.52% 45
2023
Q1 		$877K Sell
6,503
-423
-6% -$52.9K 0.62% 29
2022
Q4 		$806K Sell
6,926
-117
-2% -$13.3K 0.52% 42
2022
Q3 		$700K Buy
7,043
+354
+5% +$33.1K 0.49% 42
2022
Q2 		$550K Buy
+6,689
New +$625K 0.39% 55

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Western Financial Corp's MPC Position: Q4 2024 in Review

Western Financial Corp sold out of Marathon Petroleum (MPC) in Q4 2024, closing a stake of 5,065 shares — an estimated $825K sold.

Western Financial Corp first reported a position in MPC in Q2 2022 and held it in 10 quarters. The position peaked at $998K in Q1 2024. 1,555 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Western Financial Corp reported no remaining Marathon Petroleum position as of Q4 2024 after selling out during the quarter.
  • Western Financial Corp sold 5,065 Marathon Petroleum shares in Q4 2024, an estimated $825K.
  • Western Financial Corp first reported a position in Marathon Petroleum in Q2 2022 and held it in 10 quarters.
  • Western Financial Corp's Marathon Petroleum position peaked at $998K in Q1 2024.
  • 1,555 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Western Financial Corp's 13F filing for Q4 2024, filed 24 Jan 2025.