EWA
Encompass Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+1,266
| New | +$210K | 0.08% | 101 |
|
|
2024
Q4 | – | Sell |
-1,262
| Closed | -$206K | – | 122 |
|
|
2024
Q3 | $206K | Hold |
1,262
| – | – | 0.05% | 221 |
|
|
2024
Q2 | $219K | Hold |
1,262
| – | – | 0.06% | 211 |
|
|
2024
Q1 | $254K | Buy |
+1,262
| New | +$254K | 0.07% | 210 |
|