Caldwell Trust’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $406K | Hold |
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|
2025
Q2 | $349K | Sell |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $370K | Sell |
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|
2024
Q2 | $462K | Sell |
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|
2024
Q1 | $541K | Sell |
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $416K | Sell |
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|
2023
Q2 | $384K | Hold |
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|
2023
Q1 | $444K | Sell |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $355K | Sell |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $292K | Sell |
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|
2020
Q3 | $453K | Sell |
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|
2020
Q2 | $950K | Sell |
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|
2020
Q1 | $977K | Sell |
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|
2019
Q4 | $2.77M | Buy |
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