CWM
CMH Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,229
| Closed | -$325K | – | 57 |
|
|
2025
Q1 | $325K | Sell |
2,229
-660
| -23% | -$96.2K | 0.08% | 49 |
|
|
2024
Q4 | $403K | Sell |
2,889
-38
| -1% | -$5.3K | 0.09% | 47 |
|
|
2024
Q3 | $477K | Sell |
2,927
-100
| -3% | -$16.3K | 0.11% | 47 |
|
|
2024
Q2 | $525K | Buy |
+3,027
| New | +$525K | 0.13% | 44 |
|
|
2020
Q1 | – | Sell |
-54,600
| Closed | -$3.29M | – | 54 |
|
|
2019
Q4 | $3.29M | Sell |
54,600
-1,785
| -3% | -$108K | 1.69% | 22 |
|
|
2019
Q3 | $3.43M | Sell |
56,385
-28,950
| -34% | -$1.76M | 1.94% | 15 |
|
|
2019
Q2 | $4.77M | Buy |
85,335
+56,020
| +191% | +$3.13M | 2.8% | 8 |
|
|
2019
Q1 | $1.76M | Buy |
+29,315
| New | +$1.76M | 1.06% | 43 |
|