CWM
Centric Wealth Management’s Marathon Petroleum MPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.14M | Sell |
13,294
-1,168
| -8% | -$188K | 0.51% | 67 |
|
2025
Q1 | $2.11M | Sell |
14,462
-2,704
| -16% | -$394K | 0.55% | 66 |
|
2024
Q4 | $2.39M | Sell |
17,166
-13,039
| -43% | -$1.82M | 0.65% | 46 |
|
2024
Q3 | $4.69M | Sell |
30,205
-33
| -0.1% | -$5.12K | 1.25% | 18 |
|
2024
Q2 | $5.22M | Buy |
30,238
+861
| +3% | +$149K | 1.5% | 11 |
|
2024
Q1 | $5.34M | Buy |
29,377
+757
| +3% | +$138K | 1.7% | 8 |
|
2023
Q4 | $4.9M | Buy |
28,620
+757
| +3% | +$130K | 1.61% | 12 |
|
2023
Q3 | $4.22M | Sell |
27,863
-1,186
| -4% | -$179K | 1.76% | 9 |
|
2023
Q2 | $3.42M | Buy |
29,049
+444
| +2% | +$52.3K | 1.37% | 14 |
|
2023
Q1 | $3.86M | Buy |
28,605
+208
| +0.7% | +$28K | 1.67% | 7 |
|
2022
Q4 | $3.31M | Buy |
28,397
+386
| +1% | +$44.9K | 1.68% | 7 |
|
2022
Q3 | $2.78M | Buy |
+28,011
| New | +$2.78M | 1.11% | 17 |
|