AllSquare Wealth Management’s Marathon Petroleum MPC Stock Holding History

AllSquare 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 Q1	–	Sell	-443	Closed	-$27K	–	468
2019 Q4	$27K	Sell	443 -264	-37%	-$16.5K	0.02%	239
2019 Q3	$43K	Buy	707 +87	+14%	+$4.59K	0.03%	204
2019 Q2	$35K	Buy	620 +93	+18%	+$5.09K	0.03%	221
2019 Q1	$32K	Buy	+527	New	+$33.2K	0.02%	233
2016 Q1	–	Sell	-400	Closed	-$21K	–	315
2015 Q4	$21K	Hold	400	–	–	0.02%	169
2015 Q3	$19K	Hold	400	–	–	0.02%	172
2015 Q2	$21K	Hold	400	–	–	0.02%	173
2015 Q1	$20K	Buy	+400	New	+$19.2K	0.02%	172

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

AllSquare Wealth Management's MPC Position: Q1 2020 in Review

AllSquare Wealth Management sold out of Marathon Petroleum (MPC) in Q1 2020, closing a stake of 443 shares — an estimated $27K sold.

AllSquare Wealth Management first reported a position in MPC in Q1 2015 and held it in 8 quarters. The position peaked at $43K in Q3 2019. 894 funds tracked by Wall St. Rank hold MPC as of Q1 2020.

AllSquare Wealth Management reported no remaining Marathon Petroleum position as of Q1 2020 after selling out during the quarter.
AllSquare Wealth Management sold 443 Marathon Petroleum shares in Q1 2020, an estimated $27K.
AllSquare Wealth Management first reported a position in Marathon Petroleum in Q1 2015 and held it in 8 quarters.
AllSquare Wealth Management's Marathon Petroleum position peaked at $43K in Q3 2019.
894 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2020.

Based on AllSquare Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.