MPS Loria Financial Planners’s Marathon Petroleum MPC Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-834	Closed	-$44K	–	401
2021 Q1	$44K	Buy	834 +8	+1%	+$404	0.02%	176
2020 Q4	$34K	Buy	826 +70	+9%	+$2.51K	0.02%	190
2020 Q3	$22K	Sell	756 -148	-16%	-$5.2K	0.01%	192
2020 Q2	$34K	Buy	+904	New	+$29K	0.02%	168
2017 Q3	–	Sell	-1,441	Closed	-$75K	–	243
2017 Q2	$75K	Buy	+1,441	New	+$74.4K	0.05%	125

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

MPS Loria Financial Planners's MPC Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Marathon Petroleum (MPC) in Q2 2021, closing a stake of 834 shares — an estimated $44K sold.

MPS Loria Financial Planners first reported a position in MPC in Q2 2017 and held it in 5 quarters. The position peaked at $75K in Q2 2017. 1,002 funds tracked by Wall St. Rank hold MPC as of Q2 2021.

MPS Loria Financial Planners reported no remaining Marathon Petroleum position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 834 Marathon Petroleum shares in Q2 2021, an estimated $44K.
MPS Loria Financial Planners first reported a position in Marathon Petroleum in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Marathon Petroleum position peaked at $75K in Q2 2017.
1,002 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.