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Lucia Wealth Services’s Marathon Petroleum MPC Stock Holding History

Lucia Wealth Services’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
Q3 		– Sell
-9,603
Closed -$537K – 171
2019
Q2 		$537K Sell
9,603
-24,070
-71% -$1.32M 0.18% 82
2019
Q1 		$2.02M Buy
33,673
+11,456
+52% +$721K 0.69% 33
2018
Q4 		$1.31M Sell
22,217
-12,060
-35% -$823K 0.62% 41
2018
Q3 		$2.74M Sell
34,277
-5,382
-14% -$426K 0.85% 30
2018
Q2 		$2.78M Buy
+39,659
New +$3.03M 1.22% 19

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Lucia Wealth Services's MPC Position: Q3 2019 in Review

Lucia Wealth Services sold out of Marathon Petroleum (MPC) in Q3 2019, closing a stake of 9,603 shares — an estimated $537K sold.

Lucia Wealth Services first reported a position in MPC in Q2 2018 and held it in 5 quarters. The position peaked at $2.78M in Q2 2018. 1,100 funds tracked by Wall St. Rank hold MPC as of Q3 2019.

  • Lucia Wealth Services reported no remaining Marathon Petroleum position as of Q3 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 9,603 Marathon Petroleum shares in Q3 2019, an estimated $537K.
  • Lucia Wealth Services first reported a position in Marathon Petroleum in Q2 2018 and held it in 5 quarters.
  • Lucia Wealth Services's Marathon Petroleum position peaked at $2.78M in Q2 2018.
  • 1,100 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2019.

Based on Lucia Wealth Services's 13F filing for Q3 2019, filed 9 Oct 2019.