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Insight Wealth Strategies’s Marathon Petroleum MPC Stock Holding History

Insight Wealth Strategies’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
Q1 		– Sell
-7,968
Closed -$470K – 146
2018
Q4 		$470K Buy
+7,968
New +$544K 0.14% 88

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight Wealth Strategies's MPC Position: Q1 2019 in Review

Insight Wealth Strategies sold out of Marathon Petroleum (MPC) in Q1 2019, closing a stake of 7,968 shares — an estimated $470K sold.

Insight Wealth Strategies first reported a position in MPC in Q4 2018 and held it in 1 quarter. The position peaked at $470K in Q4 2018. 1,199 funds tracked by Wall St. Rank hold MPC as of Q1 2019.

  • Insight Wealth Strategies reported no remaining Marathon Petroleum position as of Q1 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 7,968 Marathon Petroleum shares in Q1 2019, an estimated $470K.
  • Insight Wealth Strategies first reported a position in Marathon Petroleum in Q4 2018 and held it in 1 quarter.
  • Insight Wealth Strategies's Marathon Petroleum position peaked at $470K in Q4 2018.
  • 1,199 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2019.

Based on Insight Wealth Strategies's 13F filing for Q1 2019, filed 24 Apr 2019.