WealthTrust-Arizona’s Marathon Petroleum MPC Stock Holding History

WealthTrust-Arizona’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	$14K	Buy	246 +25	+11%	+$1.71K	0.01%	325
2018 Q3	$18K	Buy	221 +52	+31%	+$4.11K	0.01%	307
2018 Q2	$12K	Sell	169 -32	-16%	-$2.44K	0.01%	369
2018 Q1	$15K	Hold	201	–	–	0.01%	337
2017 Q4	$13K	Hold	201	–	–	0.01%	365
2017 Q3	$11K	Buy	201 +8	+4%	+$429	0.01%	383
2017 Q2	$10K	Hold	193	–	–	0.01%	385
2017 Q1	$10K	Hold	193	–	–	0.01%	385
2016 Q4	$10K	Hold	193	–	–	0.01%	375
2016 Q3	$8K	Buy	193 +31	+19%	+$1.26K	﹤0.01%	407
2016 Q2	$6K	Sell	162 -8	-5%	-$294	﹤0.01%	439
2016 Q1	$6K	Sell	170 -18	-10%	-$684	﹤0.01%	432
2015 Q4	$10K	Hold	188	–	–	0.01%	379
2015 Q3	$9K	Sell	188 -2	-1%	-$103	0.01%	389
2015 Q2	$10K	Hold	190	–	–	0.01%	401
2015 Q1	$10K	Hold	190	–	–	0.01%	406
2014 Q4	$9K	Buy	+190	New	+$8.36K	0.01%	408
2014 Q2	–	Sell	-102	Closed	-$4K	–	683
2014 Q1	$4K	Hold	102	–	–	﹤0.01%	520
2013 Q4	$5K	Buy	102 +2	+2%	+$77	0.01%	491
2013 Q3	$3K	Hold	100	–	–	﹤0.01%	500
2013 Q2	$4K	Buy	+100	New	+$3.99K	0.01%	457

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

WealthTrust-Arizona's MPC Position: Q4 2018 in Review

WealthTrust-Arizona increased its Marathon Petroleum (MPC) stake by 11% in Q4 2018, buying an estimated $1.71K and bringing the position to 246 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #325.

WealthTrust-Arizona first reported a position in MPC in Q2 2013 and has held it in 21 quarters since. The position peaked at $18K in Q3 2018. 1,164 funds tracked by Wall St. Rank hold MPC as of Q4 2018.

WealthTrust-Arizona held 246 shares of Marathon Petroleum worth $14K as of Q4 2018.
WealthTrust-Arizona bought 25 Marathon Petroleum shares in Q4 2018, an estimated $1.71K.
Marathon Petroleum made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #325 holding.
WealthTrust-Arizona first reported a position in Marathon Petroleum in Q2 2013 and has held it in 21 quarters since.
WealthTrust-Arizona's Marathon Petroleum position peaked at $18K in Q3 2018.
1,164 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.