BCWM
Bartlett & Co Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
9,555
-25
| -0.3% | -$4.15K | 0.02% | 219 |
|
|
2025
Q1 | $1.4M | Buy |
9,580
+2
| +0% | +$291 | 0.02% | 223 |
|
|
2024
Q4 | $1.34M | Hold |
9,578
| – | – | 0.02% | 229 |
|
|
2024
Q3 | $1.56M | Buy |
9,578
+200
| +2% | +$32.6K | 0.02% | 214 |
|
|
2024
Q2 | $1.63M | Sell |
9,378
-5
| -0.1% | -$867 | 0.02% | 211 |
|
|
2024
Q1 | $1.89M | Buy |
9,383
+5
| +0.1% | +$1.01K | 0.03% | 205 |
|
|
2023
Q4 | $1.38M | Hold |
9,378
| – | – | 0.02% | 243 |
|
|
2023
Q3 | $1.42M | Buy |
9,378
+1,473
| +19% | +$223K | 0.03% | 225 |
|
|
2023
Q2 | $922K | Buy |
7,905
+259
| +3% | +$30.2K | 0.02% | 280 |
|
|
2023
Q1 | $1.03M | Hold |
7,646
| – | – | 0.02% | 226 |
|
|
2022
Q4 | $890K | Hold |
7,646
| – | – | 0.02% | 235 |
|
|
2022
Q3 | $759K | Hold |
7,646
| – | – | 0.02% | 235 |
|
|
2022
Q2 | $629K | Hold |
7,646
| – | – | 0.01% | 253 |
|
|
2022
Q1 | $629K | Hold |
7,646
| – | – | 0.01% | 271 |
|
|
2021
Q4 | $489K | Sell |
7,646
-885
| -10% | -$56.6K | 0.01% | 298 |
|
|
2021
Q3 | $527K | Sell |
8,531
-45
| -0.5% | -$2.78K | 0.01% | 251 |
|
|
2021
Q2 | $518K | Hold |
8,576
| – | – | 0.01% | 259 |
|
|
2021
Q1 | $459K | Hold |
8,576
| – | – | 0.01% | 268 |
|
|
2020
Q4 | $355K | Buy |
8,576
+45
| +0.5% | +$1.86K | 0.01% | 280 |
|
|
2020
Q3 | $250K | Sell |
8,531
-500
| -6% | -$14.7K | 0.01% | 291 |
|
|
2020
Q2 | $338K | Hold |
9,031
| – | – | 0.01% | 265 |
|
|
2020
Q1 | $213K | Sell |
9,031
-742
| -8% | -$17.5K | 0.01% | 290 |
|
|
2019
Q4 | $589K | Sell |
9,773
-400
| -4% | -$24.1K | 0.01% | 249 |
|
|
2019
Q3 | $618K | Buy |
10,173
+9,531
| +1,485% | +$579K | 0.02% | 239 |
|
|
2019
Q2 | $35.9K | Hold |
642
| – | – | ﹤0.01% | 478 |
|
|
2019
Q1 | $38.4K | Hold |
642
| – | – | ﹤0.01% | 456 |
|
|
2018
Q4 | $37.9K | Buy |
642
+242
| +61% | +$14.3K | ﹤0.01% | 448 |
|
|
2018
Q3 | $32K | Sell |
400
-145
| -27% | -$11.6K | ﹤0.01% | 490 |
|
|
2018
Q2 | $38.2K | Buy |
545
+145
| +36% | +$10.2K | ﹤0.01% | 453 |
|
|
2018
Q1 | $29.2K | Buy |
+400
| New | +$29.2K | ﹤0.01% | 485 |
|