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Wintrust Investments’s Marathon Petroleum MPC Stock Holding History

Wintrust Investments’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 		$29K Sell
213
-12
-5% -$1.83K 0.03% 331
2024
Q3 		$36K Sell
225
-16,277
-99% -$2.75M 0.03% 365
2024
Q2 		$2.86M Sell
16,502
-31
-0.2% -$5.77K 0.23% 81
2024
Q1 		$3.33M Buy
16,533
+8,343
+102% +$1.43M 0.29% 69
2023
Q4 		$1.22M Buy
8,190
+427
+6% +$63.4K 0.12% 156
2023
Q3 		$1.18M Buy
7,763
+1,206
+18% +$168K 0.12% 153
2023
Q2 		$764K Buy
+6,557
New +$762K 0.08% 208
2020
Q1 		– Sell
-8,470
Closed -$510K – 354
2019
Q4 		$510K Buy
8,470
+602
+8% +$37.7K 0.07% 201
2019
Q3 		$478K Buy
7,868
+260
+3% +$13.7K 0.07% 208
2019
Q2 		$425K Buy
+7,608
New +$416K 0.06% 224

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wintrust Investments's MPC Position: Q4 2024 in Review

Wintrust Investments reduced its Marathon Petroleum (MPC) stake by 5.3% in Q4 2024, selling an estimated $1.83K and leaving 213 shares worth $29K. The position accounts for 0.03% of the portfolio, ranked #331.

Wintrust Investments first reported a position in MPC in Q2 2019 and has held it in 10 quarters since. The position peaked at $3.33M in Q1 2024. 1,558 funds tracked by Wall St. Rank hold MPC as of Q4 2024.

  • Wintrust Investments held 213 shares of Marathon Petroleum worth $29K as of Q4 2024.
  • Wintrust Investments sold 12 Marathon Petroleum shares in Q4 2024, an estimated $1.83K.
  • Marathon Petroleum made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #331 holding.
  • Wintrust Investments first reported a position in Marathon Petroleum in Q2 2019 and has held it in 10 quarters since.
  • Wintrust Investments's Marathon Petroleum position peaked at $3.33M in Q1 2024.
  • 1,558 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.