PWM
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PRW Wealth Management’s Marathon Petroleum MPC Stock Holding History

PRW 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
2019
Q2 		– Sell
-1,086
Closed -$64K – 435
2019
Q1 		$64K Buy
1,086
+362
+50% +$22.8K 0.06% 117
2018
Q4 		$43K Buy
+724
New +$49.4K 0.05% 147

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PRW Wealth Management's MPC Position: Q2 2019 in Review

PRW Wealth Management sold out of Marathon Petroleum (MPC) in Q2 2019, closing a stake of 1,086 shares — an estimated $64K sold.

PRW Wealth Management first reported a position in MPC in Q4 2018 and held it in 2 quarters. The position peaked at $64K in Q1 2019. 1,109 funds tracked by Wall St. Rank hold MPC as of Q2 2019.

  • PRW Wealth Management reported no remaining Marathon Petroleum position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 1,086 Marathon Petroleum shares in Q2 2019, an estimated $64K.
  • PRW Wealth Management first reported a position in Marathon Petroleum in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Marathon Petroleum position peaked at $64K in Q1 2019.
  • 1,109 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.