CFA
Capstone Financial Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
1,900
| – | – | 0.02% | 120 |
|
|
2025
Q1 | $277K | Sell |
1,900
-4
| -0.2% | -$583 | 0.02% | 117 |
|
|
2024
Q4 | $266K | Hold |
1,904
| – | – | 0.02% | 122 |
|
|
2024
Q3 | $310K | Buy |
1,904
+4
| +0.2% | +$652 | 0.02% | 117 |
|
|
2024
Q2 | $330K | Sell |
1,900
-37
| -2% | -$6.42K | 0.02% | 111 |
|
|
2024
Q1 | $390K | Buy |
1,937
+37
| +2% | +$7.46K | 0.03% | 96 |
|
|
2023
Q4 | $282K | Hold |
1,900
| – | – | 0.02% | 110 |
|
|
2023
Q3 | $288K | Hold |
1,900
| – | – | 0.02% | 105 |
|
|
2023
Q2 | $222K | Buy |
+1,900
| New | +$222K | 0.02% | 117 |
|