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Avitas Wealth Management’s Marathon Petroleum MPC Stock Holding History

Avitas 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
2021
Q3 		– Sell
-85,429
Closed -$5.16M – 202
2021
Q2 		$5.16M Buy
+85,429
New +$5.01M 0.92% 29
2019
Q2 		– Sell
-59,378
Closed -$3.55M – 174
2019
Q1 		$3.55M Buy
59,378
+977
+2% +$61.5K 1.03% 31
2018
Q4 		$3.45M Buy
+58,401
New +$3.99M 1.13% 25

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avitas Wealth Management's MPC Position: Q3 2021 in Review

Avitas Wealth Management sold out of Marathon Petroleum (MPC) in Q3 2021, closing a stake of 85,429 shares — an estimated $5.16M sold.

Avitas Wealth Management first reported a position in MPC in Q4 2018 and held it in 3 quarters. The position peaked at $5.16M in Q2 2021. 1,004 funds tracked by Wall St. Rank hold MPC as of Q3 2021.

  • Avitas Wealth Management reported no remaining Marathon Petroleum position as of Q3 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 85,429 Marathon Petroleum shares in Q3 2021, an estimated $5.16M.
  • Avitas Wealth Management first reported a position in Marathon Petroleum in Q4 2018 and held it in 3 quarters.
  • Avitas Wealth Management's Marathon Petroleum position peaked at $5.16M in Q2 2021.
  • 1,004 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2021.

Based on Avitas Wealth Management's 13F filing for Q3 2021, filed 28 Oct 2021.