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Aevitas Wealth Management’s Marathon Petroleum MPC Stock Holding History

Aevitas 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
2019
Q1 		– Sell
-128
Closed -$8K – 385
2018
Q4 		$8K Sell
128
-100
-44% -$6.83K 0.01% 317
2018
Q3 		$18K Buy
228
+100
+78% +$7.91K 0.02% 300
2018
Q2 		$9K Hold
128
– – 0.01% 336
2018
Q1 		$9K Hold
128
– – 0.01% 330
2017
Q4 		$8K Buy
+128
New +$7.83K 0.01% 338

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's MPC Position: Q1 2019 in Review

Aevitas Wealth Management sold out of Marathon Petroleum (MPC) in Q1 2019, closing a stake of 128 shares — an estimated $8K sold.

Aevitas Wealth Management first reported a position in MPC in Q4 2017 and held it in 5 quarters. The position peaked at $18K in Q3 2018. 1,199 funds tracked by Wall St. Rank hold MPC as of Q1 2019.

  • Aevitas Wealth Management reported no remaining Marathon Petroleum position as of Q1 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 128 Marathon Petroleum shares in Q1 2019, an estimated $8K.
  • Aevitas Wealth Management first reported a position in Marathon Petroleum in Q4 2017 and held it in 5 quarters.
  • Aevitas Wealth Management's Marathon Petroleum position peaked at $18K in Q3 2018.
  • 1,199 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2019.

Based on Aevitas Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.