Kaizen Advisory’s Marathon Petroleum MPC Stock Holding History

Kaizen Advisory’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
2018 Q4	$110K	Buy	1,871 +672	+56%	+$45.9K	0.08%	213
2018 Q3	$96K	Hold	1,199	–	–	0.05%	237
2018 Q2	$84K	Buy	1,199 +717	+149%	+$54.8K	0.04%	249
2018 Q1	$35K	Hold	482	–	–	0.03%	246
2017 Q4	$32K	Buy	+482	New	+$29.5K	0.02%	255

Other funds holding MPC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kaizen Advisory's MPC Position: Q4 2018 in Review

Kaizen Advisory increased its Marathon Petroleum (MPC) stake by 56% in Q4 2018, buying an estimated $45.9K and bringing the position to 1,871 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #213.

Kaizen Advisory first reported a position in MPC in Q4 2017 and has held it in 5 quarters since. 1,163 funds tracked by Wall St. Rank hold MPC as of Q4 2018.

Kaizen Advisory held 1,871 shares of Marathon Petroleum worth $110K as of Q4 2018.
Kaizen Advisory bought 672 Marathon Petroleum shares in Q4 2018, an estimated $45.9K.
Marathon Petroleum made up 0.08% of Kaizen Advisory's portfolio in Q4 2018, its #213 holding.
Kaizen Advisory first reported a position in Marathon Petroleum in Q4 2017 and has held it in 5 quarters since.
1,163 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.