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Ballew Advisors’s Marathon Petroleum MPC Stock Holding History

Ballew 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
2018
Q4 		– Sell
-361
Closed -$25K – 318
2018
Q3 		$25K Buy
361
+89
+33% +$7.04K 0.02% 220
2018
Q2 		$19K Buy
272
+1
+0.4% +$76 0.02% 249
2018
Q1 		$20K Buy
+271
New +$18.7K 0.02% 246

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ballew Advisors's MPC Position: Q4 2018 in Review

Ballew Advisors sold out of Marathon Petroleum (MPC) in Q4 2018, closing a stake of 361 shares — an estimated $25K sold.

Ballew Advisors first reported a position in MPC in Q1 2018 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 1,163 funds tracked by Wall St. Rank hold MPC as of Q4 2018.

  • Ballew Advisors reported no remaining Marathon Petroleum position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 361 Marathon Petroleum shares in Q4 2018, an estimated $25K.
  • Ballew Advisors first reported a position in Marathon Petroleum in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's Marathon Petroleum position peaked at $25K in Q3 2018.
  • 1,163 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.