CWS
Confluence Wealth Services’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
25,470
+411
| +2% | +$68.3K | 0.23% | 56 |
|
|
2025
Q1 | $3.37M | Buy |
25,059
+1,106
| +5% | +$149K | 0.21% | 60 |
|
|
2024
Q4 | $3.7M | Sell |
23,953
-451
| -2% | -$69.6K | 0.24% | 55 |
|
|
2024
Q3 | $3.98M | Sell |
24,404
-200
| -0.8% | -$32.6K | 0.29% | 47 |
|
|
2024
Q2 | $4.27M | Sell |
24,604
-788
| -3% | -$137K | 0.34% | 40 |
|
|
2024
Q1 | $5.12M | Buy |
25,392
+409
| +2% | +$82.4K | 0.45% | 34 |
|
|
2023
Q4 | $3.71M | Buy |
24,983
+641
| +3% | +$95.1K | 0.41% | 40 |
|
|
2023
Q3 | $3.68M | Buy |
24,342
+17
| +0.1% | +$2.57K | 0.73% | 27 |
|
|
2023
Q2 | $2.84M | Sell |
24,325
-760
| -3% | -$88.6K | 0.6% | 33 |
|
|
2023
Q1 | $3.38M | Buy |
25,085
+104
| +0.4% | +$14K | 0.79% | 25 |
|
|
2022
Q4 | $2.91M | Buy |
24,981
+629
| +3% | +$73.2K | 0.76% | 27 |
|
|
2022
Q3 | $2.42M | Sell |
24,352
-5,250
| -18% | -$521K | 1.02% | 18 |
|
|
2022
Q2 | $2.86M | Buy |
29,602
+566
| +2% | +$54.7K | 1.26% | 13 |
|
|
2022
Q1 | $2.48M | Sell |
29,036
-496
| -2% | -$42.4K | 0.9% | 21 |
|
|
2021
Q4 | $1.89M | Buy |
+29,532
| New | +$1.89M | 0.61% | 32 |
|