Lenox Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$19K	Hold	217	–	–	﹤0.01%	389
2021 Q4	$14K	Hold	217	–	–	﹤0.01%	457
2021 Q3	$13K	Buy	217 +7	+3%	+$403	﹤0.01%	435
2021 Q2	$13K	Hold	210	–	–	﹤0.01%	426
2021 Q1	$11K	Sell	210 -51	-20%	-$2.58K	﹤0.01%	399
2020 Q4	$11K	Hold	261	–	–	﹤0.01%	412
2020 Q3	$8K	Hold	261	–	–	﹤0.01%	397
2020 Q2	$10K	Buy	261 +58	+29%	+$1.86K	﹤0.01%	380
2020 Q1	$5K	Sell	203 -219	-52%	-$10.1K	﹤0.01%	425
2019 Q4	$25K	Hold	422	–	–	﹤0.01%	302
2019 Q3	$26K	Hold	422	–	–	﹤0.01%	247
2019 Q2	$24K	Buy	422 +298	+240%	+$16.3K	﹤0.01%	207
2019 Q1	$7K	Hold	124	–	–	﹤0.01%	312
2018 Q4	$7K	Hold	124	–	–	﹤0.01%	277
2018 Q3	$10K	Hold	124	–	–	﹤0.01%	281
2018 Q2	$9K	Hold	124	–	–	﹤0.01%	383
2018 Q1	$9K	Buy	+124	New	+$8.54K	﹤0.01%	369

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

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's MPC Position: Q1 2022 in Review

Lenox Wealth Advisors held its Marathon Petroleum (MPC) position steady in Q1 2022 at 217 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Lenox Wealth Advisors first reported a position in MPC in Q1 2018 and has held it in 17 quarters since. The position peaked at $26K in Q3 2019. 1,185 funds tracked by Wall St. Rank hold MPC as of Q1 2022.

Lenox Wealth Advisors held 217 shares of Marathon Petroleum worth $19K as of Q1 2022.
Lenox Wealth Advisors left its Marathon Petroleum share count unchanged in Q1 2022.
Marathon Petroleum made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #389 holding.
Lenox Wealth Advisors first reported a position in Marathon Petroleum in Q1 2018 and has held it in 17 quarters since.
Lenox Wealth Advisors's Marathon Petroleum position peaked at $26K in Q3 2019.
1,185 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.