Icon Wealth Partners’s Marathon Petroleum MPC Stock Holding History

Icon 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
2019 Q2	–	Sell	-149	Closed	-$9K	–	545
2019 Q1	$9K	Buy	+149	New	+$9.38K	﹤0.01%	683
2018 Q3	–	Sell	-200	Closed	-$14K	–	561
2018 Q2	$14K	Buy	+200	New	+$15.3K	0.01%	649
2018 Q1	–	Sell	-865	Closed	-$57K	–	559
2017 Q4	$57K	Buy	+865	New	+$52.9K	0.03%	388

Other funds holding MPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Icon Wealth Partners's MPC Position: Q2 2019 in Review

Icon Wealth Partners sold out of Marathon Petroleum (MPC) in Q2 2019, closing a stake of 149 shares — an estimated $9K sold.

Icon Wealth Partners first reported a position in MPC in Q4 2017 and held it in 3 quarters. The position peaked at $57K in Q4 2017. 1,109 funds tracked by Wall St. Rank hold MPC as of Q2 2019.

Icon Wealth Partners reported no remaining Marathon Petroleum position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 149 Marathon Petroleum shares in Q2 2019, an estimated $9K.
Icon Wealth Partners first reported a position in Marathon Petroleum in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Marathon Petroleum position peaked at $57K in Q4 2017.
1,109 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.