FRG Family Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

FRG Family Wealth 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
2019 Q3	–	Sell	-5,030	Closed	-$281K	–	127
2019 Q2	$281K	Hold	5,030	–	–	0.07%	113
2019 Q1	$301K	Hold	5,030	–	–	0.09%	109
2018 Q4	$297K	Hold	5,030	–	–	0.1%	108
2018 Q3	$402K	Sell	5,030 -1,280	-20%	-$101K	0.11%	107
2018 Q2	$443K	Hold	6,310	–	–	0.13%	107
2018 Q1	$461K	Hold	6,310	–	–	0.15%	105
2017 Q4	$416K	Hold	6,310	–	–	0.13%	112
2017 Q3	$354K	Sell	6,310 -360	-5%	-$19.3K	0.12%	121
2017 Q2	$349K	Buy	6,670 +200	+3%	+$10.3K	0.13%	117
2017 Q1	$324K	Buy	6,470 +200	+3%	+$9.96K	0.13%	114
2016 Q4	$316K	Buy	6,270 +560	+10%	+$25.4K	0.13%	111
2016 Q3	$232K	Sell	5,710 -300	-5%	-$12.2K	0.1%	119
2016 Q2	$228K	Hold	6,010	–	–	0.1%	117
2016 Q1	$220K	Hold	6,010	–	–	0.11%	119
2015 Q4	$312K	Buy	+6,010	New	+$315K	0.15%	105

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

FRG Family Wealth Advisors's MPC Position: Q3 2019 in Review

FRG Family Wealth Advisors sold out of Marathon Petroleum (MPC) in Q3 2019, closing a stake of 5,030 shares — an estimated $281K sold.

FRG Family Wealth Advisors first reported a position in MPC in Q4 2015 and held it in 15 quarters. The position peaked at $461K in Q1 2018. 1,102 funds tracked by Wall St. Rank hold MPC as of Q3 2019.

FRG Family Wealth Advisors reported no remaining Marathon Petroleum position as of Q3 2019 after selling out during the quarter.
FRG Family Wealth Advisors sold 5,030 Marathon Petroleum shares in Q3 2019, an estimated $281K.
FRG Family Wealth Advisors first reported a position in Marathon Petroleum in Q4 2015 and held it in 15 quarters.
FRG Family Wealth Advisors's Marathon Petroleum position peaked at $461K in Q1 2018.
1,102 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2019.

Based on FRG Family Wealth Advisors's 13F filing for Q3 2019, filed 2 Mar 2022.