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Lucus Advisors’s Marathon Petroleum MPC Stock Holding History

Lucus 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
2016
Q1 		– Sell
-7,147
Closed -$371K – 325
2015
Q4 		$371K Sell
7,147
-2,638
-27% -$138K 0.23% 203
2015
Q3 		$453K Sell
9,785
-228
-2% -$11.7K 0.25% 111
2015
Q2 		$524K Buy
10,013
+5,967
+147% +$304K 0.25% 46
2015
Q1 		$207K Sell
4,046
-6,280
-61% -$302K 0.11% 301
2014
Q4 		$466K Buy
+10,326
New +$455K 0.21% 175

Other funds holding MPC

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lucus Advisors's MPC Position: Q1 2016 in Review

Lucus Advisors sold out of Marathon Petroleum (MPC) in Q1 2016, closing a stake of 7,147 shares — an estimated $371K sold.

Lucus Advisors first reported a position in MPC in Q4 2014 and held it in 5 quarters. The position peaked at $524K in Q2 2015. 763 funds tracked by Wall St. Rank hold MPC as of Q1 2016.

  • Lucus Advisors reported no remaining Marathon Petroleum position as of Q1 2016 after selling out during the quarter.
  • Lucus Advisors sold 7,147 Marathon Petroleum shares in Q1 2016, an estimated $371K.
  • Lucus Advisors first reported a position in Marathon Petroleum in Q4 2014 and held it in 5 quarters.
  • Lucus Advisors's Marathon Petroleum position peaked at $524K in Q2 2015.
  • 763 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2016.

Based on Lucus Advisors's 13F filing for Q1 2016, filed 13 May 2016.