EP Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Buy |
33,446
+12,700
| +61% | +$2.11M | 0.04% | 249 |
|
|
2025
Q1 | $3.02M | Sell |
20,746
-568
| -3% | -$82.8K | 0.02% | 296 |
|
|
2024
Q4 | $2.97M | Buy |
21,314
+2,143
| +11% | +$299K | 0.02% | 289 |
|
|
2024
Q3 | $3.12M | Buy |
19,171
+3,534
| +23% | +$576K | 0.03% | 275 |
|
|
2024
Q2 | $2.71M | Buy |
15,637
+373
| +2% | +$64.7K | 0.03% | 241 |
|
|
2024
Q1 | $3.08M | Sell |
15,264
-96
| -0.6% | -$19.3K | 0.04% | 219 |
|
|
2023
Q4 | $2.28M | Sell |
15,360
-1,719
| -10% | -$255K | 0.03% | 238 |
|
|
2023
Q3 | $2.58M | Buy |
17,079
+14,658
| +605% | +$2.22M | 0.04% | 216 |
|
|
2023
Q2 | $2M | Sell |
2,421
-23,488
| -91% | -$19.5M | 0.03% | 239 |
|
|
2023
Q1 | $1.91M | Buy |
25,909
+11,050
| +74% | +$816K | 0.03% | 226 |
|
|
2022
Q4 | $1.73M | Sell |
14,859
-252
| -2% | -$29.3K | 0.03% | 228 |
|
|
2022
Q3 | $1.5M | Buy |
15,111
+7,866
| +109% | +$781K | 0.03% | 206 |
|
|
2022
Q2 | $596K | Buy |
7,245
+233
| +3% | +$19.2K | 0.01% | 338 |
|
|
2022
Q1 | $600K | Buy |
7,012
+65
| +0.9% | +$5.56K | 0.01% | 344 |
|
|
2021
Q4 | $445K | Buy |
6,947
+2,593
| +60% | +$166K | 0.01% | 380 |
|
|
2021
Q3 | $269K | Buy |
4,354
+320
| +8% | +$19.8K | 0.01% | 452 |
|
|
2021
Q2 | $244K | Buy |
4,034
+54
| +1% | +$3.27K | 0.01% | 485 |
|
|
2021
Q1 | $213K | Sell |
3,980
-4,148
| -51% | -$222K | 0.01% | 468 |
|
|
2020
Q4 | $336K | Buy |
+8,128
| New | +$336K | 0.01% | 330 |
|
|
2020
Q2 | – | Sell |
-42,658
| Closed | -$1.01M | – | 382 |
|
|
2020
Q1 | $1.01M | Sell |
42,658
-151,094
| -78% | -$3.57M | 0.05% | 165 |
|
|
2019
Q4 | $11.7M | Buy |
193,752
+2,066
| +1% | +$124K | 0.48% | 46 |
|
|
2019
Q3 | $11.6M | Buy |
191,686
+25,248
| +15% | +$1.53M | 0.58% | 40 |
|
|
2019
Q2 | $9.3M | Buy |
166,438
+8,799
| +6% | +$492K | 0.58% | 40 |
|
|
2019
Q1 | $9.44M | Buy |
157,639
+9,534
| +6% | +$571K | 0.91% | 35 |
|
|
2018
Q4 | $8.74M | Buy |
+148,105
| New | +$8.74M | 0.67% | 36 |
|