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Wilen Investment Management’s Marathon Petroleum MPC Stock Holding History

Wilen Investment Management’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 		$2.44M Sell
24,682
-100
-0.4% -$9.36K 2.49% 11
2022
Q2 		$2.03M Hold
24,782
– – 1.77% 17
2022
Q1 		$2.11M Hold
24,782
– – 1.59% 18
2021
Q4 		$1.57M Sell
24,782
-600
-2% -$38.6K 1.2% 23
2021
Q3 		$1.56M Sell
25,382
-200
-0.8% -$11.5K 1.28% 22
2021
Q2 		$1.53M Sell
25,582
-200
-0.8% -$11.7K 1.32% 21
2021
Q1 		$1.37M Sell
25,782
-1,066
-4% -$53.8K 1.21% 24
2020
Q4 		$1.1M Sell
26,848
-1,288
-5% -$46.2K 1.11% 23
2020
Q3 		$1.04M Sell
28,136
-3,805
-12% -$134K 1.13% 23
2020
Q2 		$1.18M Buy
31,941
+4,250
+15% +$137K 1.52% 20
2020
Q1 		$651K Buy
27,691
+275
+1% +$12.7K 0.98% 23
2019
Q4 		$1.65M Sell
27,416
-3,300
-11% -$206K 1.29% 21
2019
Q3 		$1.86M Sell
30,716
-250
-0.8% -$13.2K 1.44% 20
2019
Q2 		$1.72M Sell
30,966
-1,900
-6% -$104K 1.33% 22
2019
Q1 		$1.96M Sell
32,866
-1,100
-3% -$69.2K 1.49% 21
2018
Q4 		$2M Sell
33,966
-80
-0.2% -$5.46K 1.73% 17
2018
Q3 		$2.71M Sell
34,046
-600
-2% -$47.5K 1.81% 19
2018
Q2 		$2.75M Sell
34,646
-1,702
-5% -$130K 1.77% 19
2018
Q1 		$2.64M Sell
36,348
-400
-1% -$27.5K 1.81% 17
2017
Q4 		$2.44M Sell
36,748
-1,400
-4% -$85.7K 1.59% 16
2017
Q3 		$2.12M Hold
38,148
– – 1.29% 20
2017
Q2 		$1.98M Buy
38,148
+9,100
+31% +$470K 1.2% 21
2017
Q1 		$1.45M Sell
29,048
-600
-2% -$29.9K 0.87% 24
2016
Q4 		$1.48M Sell
29,648
-400
-1% -$18.2K 0.92% 26
2016
Q3 		$1.2M Sell
30,048
-500
-2% -$20.3K 0.8% 27
2016
Q2 		$1.15M Hold
30,548
– – 0.75% 29
2016
Q1 		$1.11M Sell
30,548
-100
-0.3% -$3.8K 0.78% 28
2015
Q4 		$1.58M Sell
30,648
-600
-2% -$31.4K 1.14% 21
2015
Q3 		$1.44M Hold
31,248
– – 1.03% 25
2015
Q2 		$1.63M Sell
31,248
-1,500
-5% -$76.3K 1.09% 22
2015
Q1 		$1.67M Sell
32,748
-1,000
-3% -$48K 1.15% 22
2014
Q4 		$1.52M Buy
33,748
+1,100
+3% +$48.4K 1% 23
2014
Q3 		$1.37M Sell
32,648
-300
-0.9% -$12.7K 0.87% 27
2014
Q2 		$1.28M Sell
32,948
-900
-3% -$39.8K 0.75% 33
2014
Q1 		$1.46M Hold
33,848
– – 0.86% 28
2013
Q4 		$1.54M Sell
33,848
-100
-0.3% -$3.85K 0.99% 23
2013
Q3 		$1.09M Sell
33,948
-450
-1% -$15.8K 0.73% 31
2013
Q2 		$1.21M Buy
+34,398
New +$1.37M 0.89% 25

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wilen Investment Management's MPC Position: Q3 2022 in Review

Wilen Investment Management reduced its Marathon Petroleum (MPC) stake by 0.4% in Q3 2022, selling an estimated $9.36K and leaving 24,682 shares worth $2.44M. The position accounts for 2.49% of the portfolio, ranked #11.

Wilen Investment Management first reported a position in MPC in Q2 2013 and has held it in 38 quarters since. The position peaked at $2.75M in Q2 2018. 1,292 funds tracked by Wall St. Rank hold MPC as of Q3 2022.

  • Wilen Investment Management held 24,682 shares of Marathon Petroleum worth $2.44M as of Q3 2022.
  • Wilen Investment Management sold 100 Marathon Petroleum shares in Q3 2022, an estimated $9.36K.
  • Marathon Petroleum made up 2.49% of Wilen Investment Management's portfolio in Q3 2022, its #11 holding.
  • Wilen Investment Management first reported a position in Marathon Petroleum in Q2 2013 and has held it in 38 quarters since.
  • Wilen Investment Management's Marathon Petroleum position peaked at $2.75M in Q2 2018.
  • 1,292 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.