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Intercontinental Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Intercontinental 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
2020
Q1 		– Sell
-988
Closed -$55K – 254
2019
Q4 		$55K Sell
988
-156
-14% -$9.76K 0.05% 176
2019
Q3 		$69K Buy
1,144
+274
+31% +$14.4K 0.04% 194
2019
Q2 		$49K Buy
870
+785
+924% +$43K 0.03% 208
2019
Q1 		$5K Hold
85
– – ﹤0.01% 391
2018
Q4 		$5K Buy
+85
New +$5.8K ﹤0.01% 397

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intercontinental Wealth Advisors's MPC Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Marathon Petroleum (MPC) in Q1 2020, closing a stake of 988 shares — an estimated $55K sold.

Intercontinental Wealth Advisors first reported a position in MPC in Q4 2018 and held it in 5 quarters. The position peaked at $69K in Q3 2019. 894 funds tracked by Wall St. Rank hold MPC as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Marathon Petroleum position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 988 Marathon Petroleum shares in Q1 2020, an estimated $55K.
  • Intercontinental Wealth Advisors first reported a position in Marathon Petroleum in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's Marathon Petroleum position peaked at $69K in Q3 2019.
  • 894 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.