SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / MPC

Swaine & Leidel Wealth Services, LLC’s Marathon Pete Corp Position

Does Swaine & Leidel Wealth Services, LLC own Marathon Pete Corp (MPC)? Not currently — the last reported position was 31.4K shares worth $1M in Q2 2020; the fund’s latest 13F (Q1 2022) no longer reports it.

Position Value
$1M
Q2 2020
Shares
31.4K
% of Portfolio
+1.20%
Quarters Held
3
position exited

Position History MPC

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $1MQ1 ’20Q2 ’20: $1MQ2 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202031.4K$1M+1.20%
Q1 202048.1K$1M+1.18%
Q4 201948.2K$3M+2.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of MPC.