Jacobus Wealth Management’s Marathon Petroleum MPC Stock Holding History

Jacobus 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
2017 Q3	$147K	Hold	2,630	–	–	0.04%	187
2017 Q2	$138K	Hold	2,630	–	–	0.04%	187
2017 Q1	$133K	Hold	2,630	–	–	0.04%	182
2016 Q4	$132K	Sell	2,630 -2,000	-43%	-$90.8K	0.04%	179
2016 Q3	$188K	Hold	4,630	–	–	0.05%	176
2016 Q2	$176K	Hold	4,630	–	–	0.05%	174
2016 Q1	$172K	Hold	4,630	–	–	0.05%	210
2015 Q4	$240K	Hold	4,630	–	–	0.07%	190
2015 Q3	$215K	Buy	4,630 +1,000	+28%	+$51.5K	0.06%	195
2015 Q2	$190K	Hold	3,630	–	–	0.05%	221
2015 Q1	$186K	Buy	3,630 +1,000	+38%	+$48K	0.05%	221
2014 Q4	$119K	Hold	2,630	–	–	0.03%	268
2014 Q3	$111K	Hold	2,630	–	–	0.03%	283
2014 Q2	$103K	Hold	2,630	–	–	0.03%	311
2014 Q1	$114K	Hold	2,630	–	–	0.03%	284
2013 Q4	$121K	Buy	+2,630	New	+$101K	0.04%	272

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

SeaTown Holdings Singapore $166M AUM 72.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Jacobus Wealth Management's MPC Position: Q3 2017 in Review

Jacobus Wealth Management held its Marathon Petroleum (MPC) position steady in Q3 2017 at 2,630 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #187.

Jacobus Wealth Management first reported a position in MPC in Q4 2013 and has held it in 16 quarters since. The position peaked at $240K in Q4 2015. 870 funds tracked by Wall St. Rank hold MPC as of Q3 2017.

Jacobus Wealth Management held 2,630 shares of Marathon Petroleum worth $147K as of Q3 2017.
Jacobus Wealth Management left its Marathon Petroleum share count unchanged in Q3 2017.
Marathon Petroleum made up 0.04% of Jacobus Wealth Management's portfolio in Q3 2017, its #187 holding.
Jacobus Wealth Management first reported a position in Marathon Petroleum in Q4 2013 and has held it in 16 quarters since.
Jacobus Wealth Management's Marathon Petroleum position peaked at $240K in Q4 2015.
870 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.