Congress Wealth Management’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
2,588
+434
| +20% | +$72.1K | ﹤0.01% | 969 |
|
|
2025
Q1 | $315K | Sell |
2,154
-427
| -17% | -$62.5K | ﹤0.01% | 926 |
|
|
2024
Q4 | $360K | Buy |
+2,581
| New | +$360K | ﹤0.01% | 723 |
|
|
2024
Q2 | – | Sell |
-1,077
| Closed | -$217K | – | 730 |
|
|
2024
Q1 | $217K | Sell |
1,077
-1,754
| -62% | -$354K | ﹤0.01% | 563 |
|
|
2023
Q4 | $420K | Buy |
+2,831
| New | +$420K | 0.01% | 490 |
|