RGT Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

RGT Wealth 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
2018 Q4	–	Sell	-5,000	Closed	-$400K	–	31
2018 Q3	$400K	Hold	5,000	–	–	1.35%	23
2018 Q2	$351K	Sell	5,000 -400	-7%	-$30.5K	1.13%	21
2018 Q1	$395K	Sell	5,400 -10	-0.2%	-$688	0.19%	51
2017 Q4	$357K	Buy	+5,410	New	+$331K	0.19%	52
2017 Q3	–	Sell	-5,200	Closed	-$272K	–	99
2017 Q2	$272K	Sell	5,200 -148	-3%	-$7.64K	0.19%	58
2017 Q1	$270K	Buy	+5,348	New	+$266K	0.18%	65

Other funds holding MPC

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

RGT Wealth Advisors's MPC Position: Q4 2018 in Review

RGT Wealth Advisors sold out of Marathon Petroleum (MPC) in Q4 2018, closing a stake of 5,000 shares — an estimated $400K sold.

RGT Wealth Advisors first reported a position in MPC in Q1 2017 and held it in 6 quarters. The position peaked at $400K in Q3 2018. 1,164 funds tracked by Wall St. Rank hold MPC as of Q4 2018.

RGT Wealth Advisors reported no remaining Marathon Petroleum position as of Q4 2018 after selling out during the quarter.
RGT Wealth Advisors sold 5,000 Marathon Petroleum shares in Q4 2018, an estimated $400K.
RGT Wealth Advisors first reported a position in Marathon Petroleum in Q1 2017 and held it in 6 quarters.
RGT Wealth Advisors's Marathon Petroleum position peaked at $400K in Q3 2018.
1,164 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2018.

Based on RGT Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.