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CFM Wealth Partners’s Marathon Petroleum MPC Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-400
Closed -$14K – 346
2020
Q2 		$14K Sell
400
-400
-50% -$12.9K 0.01% 381
2020
Q1 		$19K Buy
800
+400
+100% +$18.4K 0.01% 373
2019
Q4 		$23K Buy
+400
New +$25K 0.01% 345

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

CFM Wealth Partners's MPC Position: Q3 2020 in Review

CFM Wealth Partners sold out of Marathon Petroleum (MPC) in Q3 2020, closing a stake of 400 shares — an estimated $14K sold.

CFM Wealth Partners first reported a position in MPC in Q4 2019 and held it in 3 quarters. The position peaked at $23K in Q4 2019. 840 funds tracked by Wall St. Rank hold MPC as of Q3 2020.

  • CFM Wealth Partners reported no remaining Marathon Petroleum position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 400 Marathon Petroleum shares in Q3 2020, an estimated $14K.
  • CFM Wealth Partners first reported a position in Marathon Petroleum in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Marathon Petroleum position peaked at $23K in Q4 2019.
  • 840 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.