Lenox Wealth Management’s Marathon Petroleum MPC Stock Holding History

Lenox 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 Q2	$4K	Sell	132 -85	-39%	-$2.73K	﹤0.01%	561
2020 Q1	$5K	Sell	217 -22	-9%	-$1.01K	﹤0.01%	495
2019 Q4	$14K	Sell	239 -41	-15%	-$2.56K	﹤0.01%	395
2019 Q3	$17K	Hold	280	–	–	﹤0.01%	383
2019 Q2	$15K	Sell	280 -43	-13%	-$2.35K	﹤0.01%	384
2019 Q1	$19K	Sell	323 -3	-0.9%	-$189	0.01%	358
2018 Q4	$19K	Buy	326 +54	+20%	+$3.69K	0.01%	300
2018 Q3	$22K	Sell	272 -41	-13%	-$3.24K	0.01%	311
2018 Q2	$22K	Buy	313 +6	+2%	+$458	0.01%	281
2018 Q1	$22K	Buy	307 +2	+0.7%	+$138	0.01%	288
2017 Q4	$20K	Buy	305 +5	+2%	+$306	0.01%	311
2017 Q3	$16K	Sell	300 -10	-3%	-$536	0.01%	342
2017 Q2	$16K	Sell	310 -739	-70%	-$38.2K	0.01%	332
2017 Q1	$53K	Sell	1,049 -468	-31%	-$23.3K	0.04%	89
2016 Q4	$76K	Sell	1,517 -90	-6%	-$4.09K	0.06%	81
2016 Q3	$65K	Buy	1,607 +74	+5%	+$3K	0.05%	87
2016 Q2	$58K	Sell	1,533 -75	-5%	-$2.75K	0.04%	96
2016 Q1	$60K	Sell	1,608 -422	-21%	-$16K	0.04%	96
2015 Q4	$105K	Sell	2,030 -405	-17%	-$21.2K	0.08%	64
2015 Q3	$113K	Sell	2,435 -11	-0.4%	-$566	0.09%	49
2015 Q2	$128K	Sell	2,446 -2	-0.1%	-$102	0.09%	48
2015 Q1	$125K	Buy	2,448 +368	+18%	+$17.7K	0.09%	51
2014 Q4	$93K	Buy	2,080 +1,466	+239%	+$64.5K	0.06%	65
2014 Q3	$26K	Hold	614	–	–	0.02%	99
2014 Q2	$24K	Hold	614	–	–	0.02%	105
2014 Q1	$27K	Hold	614	–	–	0.01%	104
2013 Q4	$28K	Buy	+614	New	+$23.6K	0.02%	109

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Lenox Wealth Management's MPC Position: Q2 2020 in Review

Lenox Wealth Management reduced its Marathon Petroleum (MPC) stake by 39% in Q2 2020, selling an estimated $2.73K and leaving 132 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Lenox Wealth Management first reported a position in MPC in Q4 2013 and has held it in 27 quarters since. The position peaked at $128K in Q2 2015. 928 funds tracked by Wall St. Rank hold MPC as of Q2 2020.

Lenox Wealth Management held 132 shares of Marathon Petroleum worth $4K as of Q2 2020.
Lenox Wealth Management sold 85 Marathon Petroleum shares in Q2 2020, an estimated $2.73K.
Marathon Petroleum made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #561 holding.
Lenox Wealth Management first reported a position in Marathon Petroleum in Q4 2013 and has held it in 27 quarters since.
Lenox Wealth Management's Marathon Petroleum position peaked at $128K in Q2 2015.
928 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.