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Jackson Wealth Management’s Marathon Petroleum MPC Stock Holding History

Jackson 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
2019
Q3 		– Sell
-29,932
Closed -$1.64M – 132
2019
Q2 		$1.64M Buy
29,932
+1,041
+4% +$57K 0.36% 70
2019
Q1 		$1.73M Buy
28,891
+422
+1% +$26.6K 0.42% 65
2018
Q4 		$1.67M Buy
+28,469
New +$1.94M 0.5% 54
2018
Q1 		– Sell
-12,065
Closed -$832K – 97
2017
Q4 		$832K Sell
12,065
-134
-1% -$8.2K 0.21% 83
2017
Q3 		$686K Buy
+12,199
New +$654K 0.19% 77

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Jackson Wealth Management's MPC Position: Q3 2019 in Review

Jackson Wealth Management sold out of Marathon Petroleum (MPC) in Q3 2019, closing a stake of 29,932 shares — an estimated $1.64M sold.

Jackson Wealth Management first reported a position in MPC in Q3 2017 and held it in 5 quarters. The position peaked at $1.73M in Q1 2019. 1,102 funds tracked by Wall St. Rank hold MPC as of Q3 2019.

  • Jackson Wealth Management reported no remaining Marathon Petroleum position as of Q3 2019 after selling out during the quarter.
  • Jackson Wealth Management sold 29,932 Marathon Petroleum shares in Q3 2019, an estimated $1.64M.
  • Jackson Wealth Management first reported a position in Marathon Petroleum in Q3 2017 and held it in 5 quarters.
  • Jackson Wealth Management's Marathon Petroleum position peaked at $1.73M in Q1 2019.
  • 1,102 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2019.

Based on Jackson Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.