Edge Wealth Management’s Marathon Petroleum MPC Stock Holding History

Edge 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
2020 Q4	–	Sell	-1,008	Closed	-$30K	–	428
2020 Q3	$30K	Hold	1,008	–	–	0.01%	232
2020 Q2	$38K	Hold	1,008	–	–	0.01%	300
2020 Q1	$23K	Hold	1,008	–	–	0.01%	302
2019 Q4	$60K	Hold	1,008	–	–	0.01%	241
2019 Q3	$61K	Hold	1,008	–	–	0.01%	233
2019 Q2	$56K	Hold	1,008	–	–	0.01%	248
2019 Q1	$61K	Hold	1,008	–	–	0.02%	222
2018 Q4	$59K	Hold	1,008	–	–	0.02%	231
2018 Q3	$81K	Hold	1,008	–	–	0.02%	216
2018 Q2	$71K	Hold	1,008	–	–	0.02%	214
2018 Q1	$74K	Hold	1,008	–	–	0.02%	190
2017 Q4	$66K	Hold	1,008	–	–	0.02%	198
2017 Q3	$57K	Hold	1,008	–	–	0.02%	209
2017 Q2	$53K	Hold	1,008	–	–	0.02%	221
2017 Q1	$51K	Hold	1,008	–	–	0.02%	207
2016 Q4	$51K	Buy	+1,008	New	+$45.8K	0.02%	189
2015 Q1	–	Sell	-40	Closed	-$2K	–	475
2014 Q4	$2K	Hold	40	–	–	﹤0.01%	387
2014 Q3	$2K	Buy	+40	New	+$1.7K	﹤0.01%	377
2014 Q1	–	Sell	-50	Closed	-$2K	–	422
2013 Q4	$2K	Hold	50	–	–	﹤0.01%	324
2013 Q3	$2K	Hold	50	–	–	﹤0.01%	302
2013 Q2	$2K	Buy	+50	New	+$2K	﹤0.01%	289

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Edge Wealth Management's MPC Position: Q4 2020 in Review

Edge Wealth Management sold out of Marathon Petroleum (MPC) in Q4 2020, closing a stake of 1,008 shares — an estimated $30K sold.

Edge Wealth Management first reported a position in MPC in Q2 2013 and held it in 21 quarters. The position peaked at $81K in Q3 2018. 902 funds tracked by Wall St. Rank hold MPC as of Q4 2020.

Edge Wealth Management reported no remaining Marathon Petroleum position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 1,008 Marathon Petroleum shares in Q4 2020, an estimated $30K.
Edge Wealth Management first reported a position in Marathon Petroleum in Q2 2013 and held it in 21 quarters.
Edge Wealth Management's Marathon Petroleum position peaked at $81K in Q3 2018.
902 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.