Caldwell Trust’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
2,104
-156
|
|
||||
|
2025
Q1 | $329K | Buy |
2,260
+2
|
|
||||
|
2024
Q4 | $315K | Sell |
2,258
-13
|
|
||||
|
2024
Q3 | $370K | Sell |
2,271
-391
|
|
||||
|
2024
Q2 | $462K | Sell |
2,662
-24
|
|
||||
|
2024
Q1 | $541K | Sell |
2,686
-31
|
|
||||
|
2023
Q4 | $403K | Sell |
2,717
-30
|
|
||||
|
2023
Q3 | $416K | Sell |
2,747
-547
|
|
||||
|
2023
Q2 | $384K | Hold |
3,294
|
|
||||
|
2023
Q1 | $444K | Sell |
3,294
-82
|
|
||||
|
2022
Q4 | $393K | Buy |
3,376
+298
|
|
||||
|
2022
Q3 | $306K | Sell |
3,078
-113
|
|
||||
|
2022
Q2 | $262K | Sell |
3,191
-200
|
|
||||
|
2022
Q1 | $290K | Sell |
3,391
-2
|
|
||||
|
2021
Q4 | $217K | Sell |
3,393
-253
|
|
||||
|
2021
Q3 | $225K | Sell |
3,646
-2,228
|
|
||||
|
2021
Q2 | $355K | Sell |
5,874
-128
|
|
||||
|
2021
Q1 | $321K | Sell |
6,002
-1,046
|
|
||||
|
2020
Q4 | $292K | Sell |
7,048
-8,402
|
|
||||
|
2020
Q3 | $453K | Sell |
15,450
-9,965
|
|
||||
|
2020
Q2 | $950K | Sell |
25,415
-15,965
|
|
||||
|
2020
Q1 | $977K | Sell |
41,380
-4,657
|
|
||||
|
2019
Q4 | $2.77M | Buy |
+46,037
|
|