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Jeppson Wealth Management’s Marathon Petroleum MPC Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-1,080
Closed -$32K – 328
2020
Q3 		$32K Buy
+1,080
New +$37.9K 0.03% 275

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Jeppson Wealth Management's MPC Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Marathon Petroleum (MPC) in Q4 2020, closing a stake of 1,080 shares — an estimated $32K sold.

Jeppson Wealth Management first reported a position in MPC in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 901 funds tracked by Wall St. Rank hold MPC as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Marathon Petroleum position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,080 Marathon Petroleum shares in Q4 2020, an estimated $32K.
  • Jeppson Wealth Management first reported a position in Marathon Petroleum in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Marathon Petroleum position peaked at $32K in Q3 2020.
  • 901 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.