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Optimum Investment Advisors’s Marathon Petroleum MPC Stock Holding History

Optimum Investment 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
2020
Q4 		– Sell
-1,188
Closed -$35K – 921
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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Optimum Investment Advisors's MPC Position: Q4 2020 in Review

Optimum Investment Advisors sold out of Marathon Petroleum (MPC) in Q4 2020, closing a stake of 1,188 shares — an estimated $35K sold.

Optimum Investment Advisors first reported a position in MPC in Q3 2013 and held it in 18 quarters. The position peaked at $140K in Q3 2018. 902 funds tracked by Wall St. Rank hold MPC as of Q4 2020.

  • Optimum Investment Advisors reported no remaining Marathon Petroleum position as of Q4 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,188 Marathon Petroleum shares in Q4 2020, an estimated $35K.
  • Optimum Investment Advisors first reported a position in Marathon Petroleum in Q3 2013 and held it in 18 quarters.
  • Optimum Investment Advisors's Marathon Petroleum position peaked at $140K in Q3 2018.
  • 902 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.