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XML Financial’s Marathon Petroleum MPC Stock Holding History

XML Financial’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
Q1 		– Sell
-31,300
Closed -$3.64M – 342
2022
Q4 		$3.64M Sell
31,300
-30,675
-49% -$3.5M 0.46% 67
2022
Q3 		$6.16M Buy
+61,975
New +$5.8M 0.85% 41
2022
Q2 		– Sell
-62,280
Closed -$5.33M – 296
2022
Q1 		$5.33M Hold
62,280
– – 0.63% 51
2021
Q4 		$3.98M Sell
62,280
-98
-0.2% -$6.3K 0.48% 65
2021
Q3 		$3.86M Buy
+62,378
New +$3.59M 0.51% 60

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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

XML Financial's MPC Position: Q1 2023 in Review

XML Financial sold out of Marathon Petroleum (MPC) in Q1 2023, closing a stake of 31,300 shares — an estimated $3.64M sold.

XML Financial first reported a position in MPC in Q3 2021 and held it in 5 quarters. The position peaked at $6.16M in Q3 2022. 1,437 funds tracked by Wall St. Rank hold MPC as of Q1 2023.

  • XML Financial reported no remaining Marathon Petroleum position as of Q1 2023 after selling out during the quarter.
  • XML Financial sold 31,300 Marathon Petroleum shares in Q1 2023, an estimated $3.64M.
  • XML Financial first reported a position in Marathon Petroleum in Q3 2021 and held it in 5 quarters.
  • XML Financial's Marathon Petroleum position peaked at $6.16M in Q3 2022.
  • 1,437 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2023.

Based on XML Financial's 13F filing for Q1 2023, filed 15 May 2023.