Prio Wealth Limited Partnership’s Marathon Petroleum MPC Stock Holding History

Prio Wealth Limited Partnership’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 Q1	–	Sell	-4,120	Closed	-$248K	–	244
2019 Q4	$248K	Sell	4,120 -3,600	-47%	-$225K	0.01%	238
2019 Q3	$469K	Sell	7,720 -1,200	-13%	-$63.3K	0.02%	180
2019 Q2	$498K	Buy	8,920 +1,001	+13%	+$54.8K	0.02%	173
2019 Q1	$474K	Sell	7,919 -340	-4%	-$21.4K	0.02%	173
2018 Q4	$487K	Buy	8,259 +830	+11%	+$56.6K	0.03%	160
2018 Q3	$594K	Sell	7,429 -992	-12%	-$78.5K	0.03%	163
2018 Q2	$590K	Buy	8,421 +3	+0%	+$229	0.03%	157
2018 Q1	$615K	Hold	8,418	–	–	0.03%	156
2017 Q4	$555K	Hold	8,418	–	–	0.03%	166
2017 Q3	$472K	Hold	8,418	–	–	0.02%	175
2017 Q2	$440K	Sell	8,418 -502	-6%	-$25.9K	0.02%	172
2017 Q1	$450K	Hold	8,920	–	–	0.02%	178
2016 Q4	$449K	Sell	8,920 -3,000	-25%	-$136K	0.02%	178
2016 Q3	$483K	Sell	11,920 -1,600	-12%	-$64.9K	0.03%	179
2016 Q2	$513K	Hold	13,520	–	–	0.03%	167
2016 Q1	$502K	Hold	13,520	–	–	0.03%	169
2015 Q4	$700K	Hold	13,520	–	–	0.04%	155
2015 Q3	$626K	Hold	13,520	–	–	0.04%	162
2015 Q2	$707K	Sell	13,520 -200	-1%	-$10.2K	0.04%	163
2015 Q1	$702K	Buy	13,720 +800	+6%	+$38.4K	0.03%	163
2014 Q4	$583K	Hold	12,920	–	–	0.03%	171
2014 Q3	$546K	Hold	12,920	–	–	0.03%	169
2014 Q2	$504K	Hold	12,920	–	–	0.03%	175
2014 Q1	$562K	Hold	12,920	–	–	0.03%	172
2013 Q4	$592K	Hold	12,920	–	–	0.03%	171
2013 Q3	$415K	Hold	12,920	–	–	0.02%	186
2013 Q2	$459K	Buy	+12,920	New	+$516K	0.03%	176

Other funds holding MPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prio Wealth Limited Partnership's MPC Position: Q1 2020 in Review

Prio Wealth Limited Partnership sold out of Marathon Petroleum (MPC) in Q1 2020, closing a stake of 4,120 shares — an estimated $248K sold.

Prio Wealth Limited Partnership first reported a position in MPC in Q2 2013 and held it in 27 quarters. The position peaked at $707K in Q2 2015. 894 funds tracked by Wall St. Rank hold MPC as of Q1 2020.

Prio Wealth Limited Partnership reported no remaining Marathon Petroleum position as of Q1 2020 after selling out during the quarter.
Prio Wealth Limited Partnership sold 4,120 Marathon Petroleum shares in Q1 2020, an estimated $248K.
Prio Wealth Limited Partnership first reported a position in Marathon Petroleum in Q2 2013 and held it in 27 quarters.
Prio Wealth Limited Partnership's Marathon Petroleum position peaked at $707K in Q2 2015.
894 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2020.

Based on Prio Wealth Limited Partnership's 13F filing for Q1 2020, filed 13 May 2020.