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YorkBridge Wealth Partners’s Marathon Petroleum MPC Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-3,011
Closed -$168K – 476
2019
Q2 		$168K Buy
3,011
+459
+18% +$25.1K 0.07% 200
2019
Q1 		$153K Buy
2,552
+90
+4% +$5.66K 0.07% 203
2018
Q4 		$145K Hold
2,462
– – 0.08% 185
2018
Q3 		$203K Buy
2,462
+77
+3% +$6.09K 0.09% 163
2018
Q2 		$167K Hold
2,385
– – 0.07% 201
2018
Q1 		$177K Hold
2,385
– – 0.08% 190
2017
Q4 		$154K Sell
2,385
-352
-13% -$21.5K 0.07% 212
2017
Q3 		$153K Sell
2,737
-200
-7% -$10.7K 0.08% 207
2017
Q2 		$156K Buy
2,937
+200
+7% +$10.3K 0.08% 197
2017
Q1 		$141K Buy
2,737
+148
+6% +$7.37K 0.07% 200
2016
Q4 		$125K Buy
+2,589
New +$118K 0.07% 203

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 $3.38T AUM 44.17% 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
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
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
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

YorkBridge Wealth Partners's MPC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Marathon Petroleum (MPC) in Q3 2019, closing a stake of 3,011 shares — an estimated $168K sold.

YorkBridge Wealth Partners first reported a position in MPC in Q4 2016 and held it in 11 quarters. The position peaked at $203K in Q3 2018. 1,102 funds tracked by Wall St. Rank hold MPC as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Marathon Petroleum position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 3,011 Marathon Petroleum shares in Q3 2019, an estimated $168K.
  • YorkBridge Wealth Partners first reported a position in Marathon Petroleum in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Marathon Petroleum position peaked at $203K in Q3 2018.
  • 1,102 funds tracked by Wall St. Rank held Marathon Petroleum as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.