AWM
Avior Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
2,096
+4
| +0.2% | +$664 | 0.01% | 531 |
|
|
2025
Q1 | $305K | Sell |
2,092
-79
| -4% | -$11.5K | 0.01% | 542 |
|
|
2024
Q4 | $303K | Buy |
2,171
+71
| +3% | +$9.91K | 0.01% | 591 |
|
|
2024
Q3 | $342K | Buy |
2,100
+10
| +0.5% | +$1.63K | 0.01% | 553 |
|
|
2024
Q2 | $363K | Sell |
2,090
-633
| -23% | -$110K | 0.02% | 519 |
|
|
2024
Q1 | $549K | Buy |
2,723
+1,916
| +237% | +$386K | 0.03% | 416 |
|
|
2023
Q4 | $120K | Buy |
807
+4
| +0.5% | +$594 | 0.01% | 589 |
|
|
2023
Q3 | $122K | Buy |
803
+103
| +15% | +$15.6K | 0.01% | 595 |
|
|
2023
Q2 | $81.6K | Buy |
+700
| New | +$81.6K | 0.01% | 666 |
|
|
2020
Q1 | – | Sell |
-4,625
| Closed | -$278K | – | 855 |
|
|
2019
Q4 | $278K | Hold |
4,625
| – | – | 0.04% | 334 |
|
|
2019
Q3 | $280K | Hold |
4,625
| – | – | 0.05% | 312 |
|
|
2019
Q2 | $258K | Hold |
4,625
| – | – | 0.05% | 324 |
|
|
2019
Q1 | $276K | Hold |
4,625
| – | – | 0.06% | 295 |
|
|
2018
Q4 | $272K | Hold |
4,625
| – | – | 0.07% | 253 |
|
|
2018
Q3 | $370K | Buy |
4,625
+915
| +25% | +$73.2K | 0.08% | 229 |
|
|
2018
Q2 | $260K | Buy |
3,710
+1,310
| +55% | +$91.8K | 0.06% | 270 |
|
|
2018
Q1 | $175K | Sell |
2,400
-210
| -8% | -$15.3K | 0.04% | 345 |
|
|
2017
Q4 | $172K | Buy |
+2,610
| New | +$172K | 0.04% | 364 |
|