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Capstone Financial Group’s Marathon Petroleum MPC Stock Holding History

Capstone Financial Group’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
-400
Closed -$24K – 152
2019
Q4 		$24K Buy
+400
New +$25K 0.02% 144

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capstone Financial Group's MPC Position: Q1 2020 in Review

Capstone Financial Group sold out of Marathon Petroleum (MPC) in Q1 2020, closing a stake of 400 shares — an estimated $24K sold.

Capstone Financial Group first reported a position in MPC in Q4 2019 and held it in 1 quarter. The position peaked at $24K in Q4 2019. 893 funds tracked by Wall St. Rank hold MPC as of Q1 2020.

  • Capstone Financial Group reported no remaining Marathon Petroleum position as of Q1 2020 after selling out during the quarter.
  • Capstone Financial Group sold 400 Marathon Petroleum shares in Q1 2020, an estimated $24K.
  • Capstone Financial Group first reported a position in Marathon Petroleum in Q4 2019 and held it in 1 quarter.
  • Capstone Financial Group's Marathon Petroleum position peaked at $24K in Q4 2019.
  • 893 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2020.

Based on Capstone Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.