Lyons Wealth Management’s Marathon Petroleum MPC Stock Holding History

Lyons 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
2018 Q4	–	Sell	-9,535	Closed	-$763K	–	44
2018 Q3	$763K	Sell	9,535 -1,739	-15%	-$138K	1.51%	29
2018 Q2	$792K	Buy	+11,274	New	+$861K	1.13%	25
2016 Q2	–	Sell	-14,915	Closed	-$555K	–	67
2016 Q1	$555K	Sell	14,915 -3,289	-18%	-$125K	0.8%	29
2015 Q4	$945K	Buy	18,204 +1,221	+7%	+$63.9K	1.21%	17
2015 Q3	$788K	Buy	+16,983	New	+$874K	1.01%	26
2015 Q2	–	Sell	-23,334	Closed	-$1.2M	–	77
2015 Q1	$1.2M	Buy	+23,334	New	+$1.12M	1.3%	11
2014 Q1	–	Sell	-15,192	Closed	-$698K	–	77
2013 Q4	$698K	Buy	15,192 +6,470	+74%	+$249K	0.66%	15
2013 Q3	$281K	Buy	+8,722	New	+$307K	0.25%	52

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

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

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

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

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

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

Lyons Wealth Management's MPC Position: Q4 2018 in Review

Lyons Wealth Management sold out of Marathon Petroleum (MPC) in Q4 2018, closing a stake of 9,535 shares — an estimated $763K sold.

Lyons Wealth Management first reported a position in MPC in Q3 2013 and held it in 8 quarters. The position peaked at $1.2M in Q1 2015. 1,164 funds tracked by Wall St. Rank hold MPC as of Q4 2018.

Lyons Wealth Management reported no remaining Marathon Petroleum position as of Q4 2018 after selling out during the quarter.
Lyons Wealth Management sold 9,535 Marathon Petroleum shares in Q4 2018, an estimated $763K.
Lyons Wealth Management first reported a position in Marathon Petroleum in Q3 2013 and held it in 8 quarters.
Lyons Wealth Management's Marathon Petroleum position peaked at $1.2M in Q1 2015.
1,164 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2018.

Based on Lyons Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.