WAM
MPC icon

Wealthspire Advisors (Maryland)’s Marathon Petroleum MPC Stock Holding History

Wealthspire Advisors (Maryland)’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
-6,132
Closed -$229K – 527
2020
Q2 		$229K Buy
+6,132
New +$197K 0.02% 394
2020
Q1 		– Sell
-4,683
Closed -$282K – 478
2019
Q4 		$282K Buy
4,683
+189
+4% +$11.8K 0.02% 394
2019
Q3 		$273K Buy
4,494
+6
+0.1% +$316 0.02% 369
2019
Q2 		$251K Sell
4,488
-2,587
-37% -$142K 0.02% 389
2019
Q1 		$423K Sell
7,075
-97
-1% -$6.1K 0.03% 283
2018
Q4 		$423K Buy
7,172
+871
+14% +$59.4K 0.04% 249
2018
Q3 		$504K Sell
6,301
-49
-0.8% -$3.88K 0.04% 245
2018
Q2 		$446K Buy
6,350
+18
+0.3% +$1.38K 0.04% 261
2018
Q1 		$463K Buy
6,332
+568
+10% +$39.1K 0.04% 256
2017
Q4 		$380K Buy
5,764
+2,010
+54% +$123K 0.04% 320
2017
Q3 		$211K Buy
3,754
+54
+1% +$2.9K 0.02% 455
2017
Q2 		$194K Buy
3,700
+103
+3% +$5.32K 0.02% 459
2017
Q1 		$182K Sell
3,597
-174
-5% -$8.66K 0.03% 423
2016
Q4 		$190K Buy
3,771
+138
+4% +$6.26K 0.03% 388
2016
Q3 		$147K Sell
3,633
-93
-2% -$3.77K 0.02% 478
2016
Q2 		$141K Sell
3,726
-1,381
-27% -$50.7K 0.02% 461
2016
Q1 		$190K Buy
5,107
+461
+10% +$17.5K 0.03% 376
2015
Q4 		$241K Buy
+4,646
New +$243K 0.04% 310

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MPC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Marathon Petroleum (MPC) in Q3 2020, closing a stake of 6,132 shares — an estimated $229K sold.

Wealthspire Advisors (Maryland) first reported a position in MPC in Q4 2015 and held it in 18 quarters. The position peaked at $504K in Q3 2018. 840 funds tracked by Wall St. Rank hold MPC as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Marathon Petroleum position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,132 Marathon Petroleum shares in Q3 2020, an estimated $229K.
  • Wealthspire Advisors (Maryland) first reported a position in Marathon Petroleum in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s Marathon Petroleum position peaked at $504K in Q3 2018.
  • 840 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.