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Gupta Wealth Management’s Marathon Petroleum MPC Stock Holding History

Gupta 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
2016
Q1 		$4K Sell
120
-48
-29% -$1.82K ﹤0.01% 997
2015
Q4 		$9K Hold
168
– – ﹤0.01% 912
2015
Q3 		$8K Hold
168
– – ﹤0.01% 958
2015
Q2 		$9K Hold
168
– – ﹤0.01% 923
2015
Q1 		$9K Buy
+168
New +$8.07K ﹤0.01% 785

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's MPC Position: Q1 2016 in Review

Gupta Wealth Management reduced its Marathon Petroleum (MPC) stake by 29% in Q1 2016, selling an estimated $1.82K and leaving 120 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Gupta Wealth Management first reported a position in MPC in Q1 2015 and has held it in 5 quarters since. The position peaked at $9K in Q4 2015. 764 funds tracked by Wall St. Rank hold MPC as of Q1 2016.

  • Gupta Wealth Management held 120 shares of Marathon Petroleum worth $4K as of Q1 2016.
  • Gupta Wealth Management sold 48 Marathon Petroleum shares in Q1 2016, an estimated $1.82K.
  • Marathon Petroleum made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #997 holding.
  • Gupta Wealth Management first reported a position in Marathon Petroleum in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Marathon Petroleum position peaked at $9K in Q4 2015.
  • 764 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.