Alaska Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Alaska Wealth Advisors’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 Q1	–	Sell	-3,601	Closed	-$217K	–	65
2019 Q4	$217K	Buy	+3,601	New	+$225K	0.03%	63
2019 Q3	–	Sell	-3,601	Closed	-$216K	–	45
2019 Q2	$216K	Hold	3,601	–	–	0.02%	64
2019 Q1	$216K	Hold	3,601	–	–	0.02%	64
2018 Q4	$212K	Buy	3,601 +333	+10%	+$22.7K	0.07%	52
2018 Q3	$261K	Hold	3,268	–	–	0.08%	42
2018 Q2	$229K	Hold	3,268	–	–	0.07%	43
2018 Q1	$238K	Hold	3,268	–	–	0.08%	42
2017 Q4	$215K	Buy	+3,268	New	+$200K	0.08%	42

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alaska Wealth Advisors's MPC Position: Q1 2020 in Review

Alaska Wealth Advisors sold out of Marathon Petroleum (MPC) in Q1 2020, closing a stake of 3,601 shares — an estimated $217K sold.

Alaska Wealth Advisors first reported a position in MPC in Q4 2017 and held it in 8 quarters. The position peaked at $261K in Q3 2018. 894 funds tracked by Wall St. Rank hold MPC as of Q1 2020.

Alaska Wealth Advisors reported no remaining Marathon Petroleum position as of Q1 2020 after selling out during the quarter.
Alaska Wealth Advisors sold 3,601 Marathon Petroleum shares in Q1 2020, an estimated $217K.
Alaska Wealth Advisors first reported a position in Marathon Petroleum in Q4 2017 and held it in 8 quarters.
Alaska Wealth Advisors's Marathon Petroleum position peaked at $261K in Q3 2018.
894 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2020.

Based on Alaska Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.