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Adams Wealth Management’s Marathon Petroleum MPC Stock Holding History

Adams Wealth 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
2020
Q4 		– Sell
-2,956
Closed -$87K – 235
2020
Q3 		$87K Buy
+2,956
New +$104K 0.07% 91
2020
Q2 		– Sell
-9,084
Closed -$215K – 88
2020
Q1 		$215K Sell
9,084
-608
-6% -$28K 0.27% 59
2019
Q4 		$584K Buy
+9,692
New +$606K 0.49% 55

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Adams Wealth Management's MPC Position: Q4 2020 in Review

Adams Wealth Management sold out of Marathon Petroleum (MPC) in Q4 2020, closing a stake of 2,956 shares — an estimated $87K sold.

Adams Wealth Management first reported a position in MPC in Q4 2019 and held it in 3 quarters. The position peaked at $584K in Q4 2019. 901 funds tracked by Wall St. Rank hold MPC as of Q4 2020.

  • Adams Wealth Management reported no remaining Marathon Petroleum position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 2,956 Marathon Petroleum shares in Q4 2020, an estimated $87K.
  • Adams Wealth Management first reported a position in Marathon Petroleum in Q4 2019 and held it in 3 quarters.
  • Adams Wealth Management's Marathon Petroleum position peaked at $584K in Q4 2019.
  • 901 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.