WBH Advisory’s Marathon Petroleum MPC Stock Holding History

WBH Advisory’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 Q4	–	Sell	-3,936	Closed	-$239K	–	247
2019 Q3	$239K	Sell	3,936 -100	-2%	-$5.27K	0.05%	222
2019 Q2	$225K	Hold	4,036	–	–	0.05%	221
2019 Q1	$241K	Hold	4,036	–	–	0.06%	213
2018 Q4	$238K	Hold	4,036	–	–	0.06%	209
2018 Q3	$322K	Sell	4,036 -100	-2%	-$7.91K	0.08%	195
2018 Q2	$290K	Hold	4,136	–	–	0.08%	190
2018 Q1	$302K	Buy	4,136 +600	+17%	+$41.3K	0.08%	186
2017 Q4	$233K	Buy	+3,536	New	+$216K	0.06%	205
2014 Q2	–	Sell	-18,824	Closed	-$819K	–	217
2014 Q1	$819K	Sell	18,824 -300	-2%	-$13.1K	0.33%	81
2013 Q4	$877K	Buy	19,124 +50	+0.3%	+$1.92K	0.35%	74
2013 Q3	$613K	Sell	19,074 -50	-0.3%	-$1.76K	0.27%	97
2013 Q2	$679K	Buy	+19,124	New	+$764K	0.31%	90

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

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

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

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

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

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

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

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

WBH Advisory's MPC Position: Q4 2019 in Review

WBH Advisory sold out of Marathon Petroleum (MPC) in Q4 2019, closing a stake of 3,936 shares — an estimated $239K sold.

WBH Advisory first reported a position in MPC in Q2 2013 and held it in 12 quarters. The position peaked at $877K in Q4 2013. 1,191 funds tracked by Wall St. Rank hold MPC as of Q4 2019.

WBH Advisory reported no remaining Marathon Petroleum position as of Q4 2019 after selling out during the quarter.
WBH Advisory sold 3,936 Marathon Petroleum shares in Q4 2019, an estimated $239K.
WBH Advisory first reported a position in Marathon Petroleum in Q2 2013 and held it in 12 quarters.
WBH Advisory's Marathon Petroleum position peaked at $877K in Q4 2013.
1,191 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2019.

Based on WBH Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.