KJWM
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Kiley Juergens Wealth Management’s Marathon Petroleum MPC Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-110
Closed -$8K – 420
2018
Q3 		$8K Hold
110
– – 0.01% 489
2018
Q2 		$7K Buy
+110
New +$8.4K 0.01% 459
2018
Q1 		– Sell
-110
Closed -$7K – 408
2017
Q4 		$7K Buy
+110
New +$6.73K 0.01% 509

Other funds holding MPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Kiley Juergens Wealth Management's MPC Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Marathon Petroleum (MPC) in Q4 2018, closing a stake of 110 shares — an estimated $8K sold.

Kiley Juergens Wealth Management first reported a position in MPC in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 1,163 funds tracked by Wall St. Rank hold MPC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Marathon Petroleum position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 110 Marathon Petroleum shares in Q4 2018, an estimated $8K.
  • Kiley Juergens Wealth Management first reported a position in Marathon Petroleum in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Marathon Petroleum position peaked at $8K in Q3 2018.
  • 1,163 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.