Lourd Capital’s Marathon Petroleum MPC Stock Holding History

Lourd Capital’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
2019 Q1	–	Sell	-4,805	Closed	-$284K	–	230
2018 Q4	$284K	Buy	4,805 +1,395	+41%	+$95.2K	0.02%	204
2018 Q3	$273K	Buy	+3,410	New	+$270K	0.02%	236
2018 Q1	–	Sell	-3,428	Closed	-$226K	–	249
2017 Q4	$226K	Buy	+3,428	New	+$210K	0.01%	308

Other funds holding MPC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lourd Capital's MPC Position: Q1 2019 in Review

Lourd Capital sold out of Marathon Petroleum (MPC) in Q1 2019, closing a stake of 4,805 shares — an estimated $284K sold.

Lourd Capital first reported a position in MPC in Q4 2017 and held it in 3 quarters. The position peaked at $284K in Q4 2018. 1,199 funds tracked by Wall St. Rank hold MPC as of Q1 2019.

Lourd Capital reported no remaining Marathon Petroleum position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 4,805 Marathon Petroleum shares in Q1 2019, an estimated $284K.
Lourd Capital first reported a position in Marathon Petroleum in Q4 2017 and held it in 3 quarters.
Lourd Capital's Marathon Petroleum position peaked at $284K in Q4 2018.
1,199 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.