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Harvest Group Wealth Management’s Marathon Petroleum MPC Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-70
Closed -$3K – 444
2020
Q4 		$3K Hold
70
– – ﹤0.01% 306
2020
Q3 		$2K Hold
70
– – ﹤0.01% 360
2020
Q2 		$2K Hold
70
– – ﹤0.01% 312
2020
Q1 		$1K Hold
70
– – ﹤0.01% 403
2019
Q4 		$4K Hold
70
– – ﹤0.01% 438
2019
Q3 		$4K Hold
70
– – ﹤0.01% 486
2019
Q2 		$3K Hold
70
– – ﹤0.01% 464
2019
Q1 		$4K Buy
+70
New +$4.41K ﹤0.01% 437

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harvest Group Wealth Management's MPC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Marathon Petroleum (MPC) in Q1 2021, closing a stake of 70 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in MPC in Q1 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 975 funds tracked by Wall St. Rank hold MPC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Marathon Petroleum position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 70 Marathon Petroleum shares in Q1 2021, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Marathon Petroleum in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Marathon Petroleum position peaked at $4K in Q4 2019.
  • 975 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.