AWA
Arete Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
3,118
-775
| -20% | -$129K | 0.04% | 399 |
|
|
2025
Q1 | $567K | Sell |
3,893
-1,503
| -28% | -$219K | 0.04% | 352 |
|
|
2024
Q4 | $752K | Buy |
5,396
+1,467
| +37% | +$204K | 0.05% | 311 |
|
|
2024
Q3 | $638K | Sell |
3,929
-214
| -5% | -$34.8K | 0.05% | 313 |
|
|
2024
Q2 | $717K | Buy |
+4,143
| New | +$717K | 0.06% | 306 |
|
|
2024
Q1 | – | Sell |
-2,745
| Closed | -$407K | – | 594 |
|
|
2023
Q4 | $407K | Buy |
2,745
+339
| +14% | +$50.3K | 0.03% | 464 |
|
|
2023
Q3 | $364K | Sell |
2,406
-3,737
| -61% | -$565K | 0.06% | 302 |
|
|
2023
Q2 | $716K | Sell |
6,143
-833
| -12% | -$97.1K | 0.06% | 287 |
|
|
2023
Q1 | $941K | Buy |
6,976
+1,068
| +18% | +$144K | 0.08% | 225 |
|
|
2022
Q4 | $688M | Sell |
5,908
-4,103
| -41% | -$478M | 0.06% | 266 |
|
|
2022
Q3 | $994K | Buy |
10,011
+7,358
| +277% | +$731K | 0.1% | 180 |
|
|
2022
Q2 | $218K | Sell |
2,653
-306
| -10% | -$25.1K | 0.02% | 413 |
|
|
2022
Q1 | $253K | Buy |
+2,959
| New | +$253K | 0.02% | 419 |
|
|
2019
Q4 | – | Sell |
-7,159
| Closed | -$435K | – | 413 |
|
|
2019
Q3 | $435K | Sell |
7,159
-917
| -11% | -$55.7K | 0.08% | 233 |
|
|
2019
Q2 | $451K | Buy |
8,076
+1,634
| +25% | +$91.3K | 0.09% | 235 |
|
|
2019
Q1 | $386K | Sell |
6,442
-425
| -6% | -$25.5K | 0.08% | 253 |
|
|
2018
Q4 | $405K | Buy |
+6,867
| New | +$405K | 0.1% | 219 |
|
|
2018
Q2 | – | Sell |
-2,777
| Closed | -$203K | – | 378 |
|
|
2018
Q1 | $203K | Sell |
2,777
-7,148
| -72% | -$523K | 0.07% | 300 |
|
|
2017
Q4 | $655K | Sell |
9,925
-14
| -0.1% | -$924 | 0.21% | 130 |
|
|
2017
Q3 | $557K | Buy |
9,939
+11
| +0.1% | +$616 | 0.22% | 142 |
|
|
2017
Q2 | $520K | Sell |
9,928
-36
| -0.4% | -$1.89K | 0.24% | 117 |
|
|
2017
Q1 | $504K | Buy |
+9,964
| New | +$504K | 0.22% | 105 |
|