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OIA
Optimum Investment Advisors’s
Marathon Petroleum
MPC
Stock Holding History
Optimum Investment Advisors’s Portfolio
MPC Stock Details
MPC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q4
–
Sell
-1,188
Closed
-$35K
–
927
2020
Q3
$35K
Hold
1,188
–
–
0.01%
507
2020
Q2
$44K
Buy
1,188
+126
+12%
+$4.05K
0.02%
461
2020
Q1
$25K
Sell
1,062
-126
-11%
-$5.81K
0.01%
532
2019
Q4
$72K
Sell
1,188
-100
-8%
-$6.26K
0.02%
452
2019
Q3
$78K
Sell
1,288
-500
-28%
-$26.4K
0.02%
416
2019
Q2
$100K
Buy
1,788
+600
+51%
+$32.8K
0.03%
379
2019
Q1
$71K
Sell
1,188
-754
-39%
-$47.4K
0.02%
442
2018
Q4
$115K
Buy
1,942
+188
+11%
+$12.8K
0.04%
339
2018
Q3
$140K
Hold
1,754
–
–
0.04%
350
2018
Q2
$123K
Buy
1,754
+54
+3%
+$4.12K
0.04%
377
2018
Q1
$124K
Buy
+1,700
New
+$117K
0.04%
361
2015
Q1
$54K
Buy
1,060
+210
+25%
+$10.1K
0.02%
496
2014
Q4
$38K
Hold
850
–
–
0.01%
572
2014
Q3
$36K
Hold
850
–
–
0.01%
533
2014
Q2
$33K
Hold
850
–
–
0.01%
564
2014
Q1
$37K
Sell
850
-2,000
-70%
-$87.6K
0.01%
434
2013
Q4
$131K
Buy
2,850
+2,000
+235%
+$76.9K
0.05%
263
2013
Q3
$27K
Buy
+850
New
+$29.9K
0.01%
450
Other funds holding MPC
BlackRock
New York
$5.7T 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
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
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
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
EIM
Elliott Investment Management
West Palm Beach, Florida
$15.9B AUM
60.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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