TrueWealth LLC’s Marathon Petroleum MPC Stock Holding History

TrueWealth LLC’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 Q2	$63K	Sell	1,696 -89	-5%	-$2.86K	0.03%	248
2020 Q1	$42K	Hold	1,785	–	–	0.02%	274
2019 Q4	$108K	Hold	1,785	–	–	0.04%	192
2019 Q3	$108K	Hold	1,785	–	–	0.05%	189
2019 Q2	$100K	Hold	1,785	–	–	0.04%	197
2019 Q1	$107K	Hold	1,785	–	–	0.05%	191
2018 Q4	$105K	Buy	1,785 +81	+5%	+$5.53K	0.05%	182
2018 Q3	$136K	Hold	1,704	–	–	0.06%	170
2018 Q2	$120K	Hold	1,704	–	–	0.06%	181
2018 Q1	$125K	Sell	1,704 -21	-1%	-$1.45K	0.06%	171
2017 Q4	$114K	Buy	+1,725	New	+$106K	0.05%	195

Other funds holding MPC

BlackRock New York $5.72T 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

TrueWealth LLC's MPC Position: Q2 2020 in Review

TrueWealth LLC reduced its Marathon Petroleum (MPC) stake by 5% in Q2 2020, selling an estimated $2.86K and leaving 1,696 shares worth $63K. The position accounts for 0.03% of the portfolio, ranked #248.

TrueWealth LLC first reported a position in MPC in Q4 2017 and has held it in 11 quarters since. The position peaked at $136K in Q3 2018. 926 funds tracked by Wall St. Rank hold MPC as of Q2 2020.

TrueWealth LLC held 1,696 shares of Marathon Petroleum worth $63K as of Q2 2020.
TrueWealth LLC sold 89 Marathon Petroleum shares in Q2 2020, an estimated $2.86K.
Marathon Petroleum made up 0.03% of TrueWealth LLC's portfolio in Q2 2020, its #248 holding.
TrueWealth LLC first reported a position in Marathon Petroleum in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Marathon Petroleum position peaked at $136K in Q3 2018.
926 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.