WA
MPC icon

Wheatland Advisors’s Marathon Petroleum MPC Stock Holding History

Wheatland 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
Q2 		$478K Sell
12,797
-1,098
-8% -$35.3K 1.98% 17
2020
Q1 		$328K Sell
13,895
-30,523
-69% -$1.41M 1.67% 26
2019
Q4 		$2.68M Sell
44,418
-22,377
-34% -$1.4M 3.41% 3
2019
Q3 		$4.06M Sell
66,795
-18,774
-22% -$990K 3.69% 3
2019
Q2 		$4.78M Sell
85,569
-523
-0.6% -$28.6K 3.61% 3
2019
Q1 		$5.15M Sell
86,092
-999
-1% -$62.9K 3.93% 2
2018
Q4 		$5.14M Sell
87,091
-49
-0.1% -$3.34K 4.49% 2
2018
Q3 		$6.97M Sell
87,140
-100
-0.1% -$7.91K 5.24% 1
2018
Q2 		$6.12M Sell
87,240
-99
-0.1% -$7.56K 4.95% 1
2018
Q1 		$6.38M Sell
87,339
-399
-0.5% -$27.5K 5.27% 1
2017
Q4 		$5.79M Sell
87,738
-100
-0.1% -$6.12K 4.68% 1
2017
Q3 		$4.93M Sell
87,838
-799
-0.9% -$42.9K 4.21% 1
2017
Q2 		$4.64M Sell
88,637
-2,999
-3% -$155K 4.18% 1
2017
Q1 		$4.63M Sell
91,636
-3,399
-4% -$169K 4.13% 1
2016
Q4 		$4.79M Sell
95,035
-300
-0.3% -$13.6K 4.25% 1
2016
Q3 		$3.87M Buy
95,335
+3,201
+3% +$130K 3.64% 2
2016
Q2 		$3.5M Buy
92,134
+23,551
+34% +$865K 3.36% 3
2016
Q1 		$2.55M Buy
68,583
+1
+0% +$38 2.61% 7
2015
Q4 		$3.56M Sell
68,582
-599
-0.9% -$31.3K 3.63% 2
2015
Q3 		$3.21M Sell
69,181
-50
-0.1% -$2.57K 3.48% 2
2015
Q2 		$3.62M Buy
69,231
+1
+0% +$51 3.48% 1
2015
Q1 		$3.54M Sell
69,230
-200
-0.3% -$9.61K 3.53% 1
2014
Q4 		$3.13M Hold
69,430
– – 3.05% 4
2014
Q3 		$2.94M Buy
69,430
+2
+0% +$85 2.94% 5
2014
Q2 		$2.71M Hold
69,428
– – 2.46% 8
2014
Q1 		$3.02M Sell
69,428
-400
-0.6% -$17.5K 3.09% 5
2013
Q4 		$3.2M Buy
+69,828
New +$2.69M 3.36% 4

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
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

Wheatland Advisors's MPC Position: Q2 2020 in Review

Wheatland Advisors reduced its Marathon Petroleum (MPC) stake by 7.9% in Q2 2020, selling an estimated $35.3K and leaving 12,797 shares worth $478K. The position accounts for 1.98% of the portfolio, ranked #17.

Wheatland Advisors first reported a position in MPC in Q4 2013 and has held it in 27 quarters since. The position peaked at $6.97M in Q3 2018. 925 funds tracked by Wall St. Rank hold MPC as of Q2 2020.

  • Wheatland Advisors held 12,797 shares of Marathon Petroleum worth $478K as of Q2 2020.
  • Wheatland Advisors sold 1,098 Marathon Petroleum shares in Q2 2020, an estimated $35.3K.
  • Marathon Petroleum made up 1.98% of Wheatland Advisors's portfolio in Q2 2020, its #17 holding.
  • Wheatland Advisors first reported a position in Marathon Petroleum in Q4 2013 and has held it in 27 quarters since.
  • Wheatland Advisors's Marathon Petroleum position peaked at $6.97M in Q3 2018.
  • 925 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.