EWM
Empirical Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
3,194
+107
| +3% | +$17.8K | 0.01% | 409 |
|
|
2025
Q1 | $450K | Sell |
3,087
-230
| -7% | -$33.5K | 0.01% | 424 |
|
|
2024
Q4 | $463K | Buy |
3,317
+317
| +11% | +$44.2K | 0.01% | 397 |
|
|
2024
Q3 | $489K | Buy |
3,000
+15
| +0.5% | +$2.44K | 0.01% | 369 |
|
|
2024
Q2 | $518K | Sell |
2,985
-346
| -10% | -$60K | 0.02% | 348 |
|
|
2024
Q1 | $671K | Buy |
3,331
+308
| +10% | +$62.1K | 0.02% | 296 |
|
|
2023
Q4 | $449K | Sell |
3,023
-484
| -14% | -$71.8K | 0.01% | 335 |
|
|
2023
Q3 | $531K | Buy |
3,507
+5
| +0.1% | +$757 | 0.02% | 298 |
|
|
2023
Q2 | $408K | Buy |
3,502
+2,011
| +135% | +$234K | 0.02% | 337 |
|
|
2023
Q1 | $201K | Buy |
+1,491
| New | +$201K | 0.01% | 447 |
|
|
2022
Q4 | – | Sell |
-2,238
| Closed | -$222K | – | 468 |
|
|
2022
Q3 | $222K | Buy |
+2,238
| New | +$222K | 0.01% | 426 |
|
|
2022
Q2 | – | Sell |
-2,937
| Closed | -$251K | – | 502 |
|
|
2022
Q1 | $251K | Buy |
+2,937
| New | +$251K | 0.01% | 433 |
|
|
2020
Q2 | – | Sell |
-16,765
| Closed | -$396K | – | 338 |
|
|
2020
Q1 | $396K | Sell |
16,765
-1,368
| -8% | -$32.3K | 0.04% | 215 |
|
|
2019
Q4 | $1.09M | Buy |
18,133
+2,440
| +16% | +$147K | 0.12% | 114 |
|
|
2019
Q3 | $953K | Buy |
15,693
+10,284
| +190% | +$625K | 0.12% | 114 |
|
|
2019
Q2 | $302K | Buy |
+5,409
| New | +$302K | 0.04% | 203 |
|