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Vontobel Swiss Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Vontobel Swiss 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
2020
Q3 		– Sell
-7,922
Closed -$296K – 77
2020
Q2 		$296K Sell
7,922
-10,178
-56% -$327K 0.19% 60
2020
Q1 		$428K Sell
18,100
-1,544
-8% -$71.1K 0.33% 55
2019
Q4 		$1.18M Sell
19,644
-9,881
-33% -$618K 0.77% 41
2019
Q3 		$1.79M Sell
29,525
-3,619
-11% -$191K 1.16% 32
2019
Q2 		$1.85M Buy
+33,144
New +$1.81M 0.99% 38
2018
Q4 		– Sell
-3,040
Closed -$243K – 89
2018
Q3 		$243K Sell
3,040
-585
-16% -$46.3K 0.14% 77
2018
Q2 		$254K Hold
3,625
– – 0.14% 71
2018
Q1 		$265K Sell
3,625
-2,950
-45% -$203K 0.14% 70
2017
Q4 		$434K Sell
6,575
-4,175
-39% -$256K 0.26% 53
2017
Q3 		$603K Buy
10,750
+1,825
+20% +$97.9K 0.37% 45
2017
Q2 		$467K Buy
8,925
+100
+1% +$5.17K 0.3% 48
2017
Q1 		$446K Buy
8,825
+2,725
+45% +$136K 0.24% 48
2016
Q4 		$307K Buy
+6,100
New +$277K 0.19% 54

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's MPC Position: Q3 2020 in Review

Vontobel Swiss Wealth Advisors sold out of Marathon Petroleum (MPC) in Q3 2020, closing a stake of 7,922 shares — an estimated $296K sold.

Vontobel Swiss Wealth Advisors first reported a position in MPC in Q4 2016 and held it in 13 quarters. The position peaked at $1.85M in Q2 2019. 842 funds tracked by Wall St. Rank hold MPC as of Q3 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining Marathon Petroleum position as of Q3 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 7,922 Marathon Petroleum shares in Q3 2020, an estimated $296K.
  • Vontobel Swiss Wealth Advisors first reported a position in Marathon Petroleum in Q4 2016 and held it in 13 quarters.
  • Vontobel Swiss Wealth Advisors's Marathon Petroleum position peaked at $1.85M in Q2 2019.
  • 842 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.