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Aris Wealth Services’s Marathon Petroleum MPC Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-28
Closed -$1K – 456
2015
Q2 		$1K Hold
28
– – ﹤0.01% 494
2015
Q1 		$1K Buy
+28
New +$1.34K ﹤0.01% 536

Other funds holding MPC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Aris Wealth Services's MPC Position: Q3 2015 in Review

Aris Wealth Services sold out of Marathon Petroleum (MPC) in Q3 2015, closing a stake of 28 shares — an estimated $1K sold.

Aris Wealth Services first reported a position in MPC in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 781 funds tracked by Wall St. Rank hold MPC as of Q3 2015.

  • Aris Wealth Services reported no remaining Marathon Petroleum position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 28 Marathon Petroleum shares in Q3 2015, an estimated $1K.
  • Aris Wealth Services first reported a position in Marathon Petroleum in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Marathon Petroleum position peaked at $1K in Q2 2015.
  • 781 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.