EWM
Evercore Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Hold |
2,865
| – | – | 0.01% | 287 |
|
|
2025
Q1 | $417K | Hold |
2,865
| – | – | 0.01% | 289 |
|
|
2024
Q4 | $400K | Hold |
2,865
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $467K | Sell |
2,865
-1,900
| -40% | -$310K | 0.01% | 285 |
|
|
2024
Q2 | $827K | Sell |
4,765
-300
| -6% | -$52K | 0.01% | 229 |
|
|
2024
Q1 | $1.02M | Hold |
5,065
| – | – | 0.02% | 214 |
|
|
2023
Q4 | $751K | Buy |
5,065
+137
| +3% | +$20.3K | 0.01% | 239 |
|
|
2023
Q3 | $746K | Hold |
4,928
| – | – | 0.01% | 231 |
|
|
2023
Q2 | $575K | Hold |
4,928
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $664K | Sell |
4,928
-226
| -4% | -$30.5K | 0.01% | 245 |
|
|
2022
Q4 | $600K | Buy |
5,154
+103
| +2% | +$12K | 0.01% | 255 |
|
|
2022
Q3 | $502K | Hold |
5,051
| – | – | 0.01% | 254 |
|
|
2022
Q2 | $415K | Hold |
5,051
| – | – | 0.01% | 279 |
|
|
2022
Q1 | $432K | Hold |
5,051
| – | – | 0.01% | 300 |
|
|
2021
Q4 | $323K | Hold |
5,051
| – | – | 0.01% | 343 |
|
|
2021
Q3 | $312K | Hold |
5,051
| – | – | 0.01% | 356 |
|
|
2021
Q2 | $305K | Sell |
5,051
-55
| -1% | -$3.32K | 0.01% | 362 |
|
|
2021
Q1 | $273K | Sell |
5,106
-1,555
| -23% | -$83.1K | 0.01% | 378 |
|
|
2020
Q4 | $275K | Buy |
+6,661
| New | +$275K | 0.01% | 371 |
|
|
2020
Q1 | – | Sell |
-38,852
| Closed | -$2.34M | – | 389 |
|
|
2019
Q4 | $2.34M | Sell |
38,852
-10,737
| -22% | -$647K | 0.06% | 144 |
|
|
2019
Q3 | $3.01M | Buy |
49,589
+951
| +2% | +$57.8K | 0.09% | 123 |
|
|
2019
Q2 | $2.72M | Sell |
48,638
-530
| -1% | -$29.6K | 0.08% | 128 |
|
|
2019
Q1 | $2.94M | Buy |
49,168
+11,146
| +29% | +$667K | 0.09% | 116 |
|
|
2018
Q4 | $2.24M | Buy |
38,022
+18,086
| +91% | +$1.07M | 0.08% | 125 |
|
|
2018
Q3 | $1.59M | Sell |
19,936
-2,190
| -10% | -$175K | 0.05% | 167 |
|
|
2018
Q2 | $1.55M | Buy |
22,126
+5,114
| +30% | +$359K | 0.05% | 161 |
|
|
2018
Q1 | $1.24M | Buy |
17,012
+12,500
| +277% | +$914K | 0.05% | 166 |
|
|
2017
Q4 | $298K | Hold |
4,512
| – | – | 0.01% | 307 |
|
|
2017
Q3 | $253K | Sell |
4,512
-20
| -0.4% | -$1.12K | 0.01% | 335 |
|
|
2017
Q2 | $237K | Sell |
4,532
-43
| -0.9% | -$2.25K | 0.01% | 339 |
|
|
2017
Q1 | $231K | Buy |
4,575
+273
| +6% | +$13.8K | 0.01% | 344 |
|
|
2016
Q4 | $216K | Sell |
4,302
-2,110
| -33% | -$106K | 0.01% | 350 |
|
|
2016
Q3 | $260K | Sell |
6,412
-1,317
| -17% | -$53.4K | 0.01% | 328 |
|
|
2016
Q2 | $293K | Buy |
7,729
+221
| +3% | +$8.38K | 0.01% | 304 |
|
|
2016
Q1 | $280K | Sell |
7,508
-84
| -1% | -$3.13K | 0.01% | 308 |
|
|
2015
Q4 | $394K | Buy |
7,592
+3,172
| +72% | +$165K | 0.02% | 277 |
|
|
2015
Q3 | $204K | Sell |
4,420
-4,160
| -48% | -$192K | 0.01% | 375 |
|
|
2015
Q2 | $448K | Buy |
8,580
+3,736
| +77% | +$195K | 0.02% | 290 |
|
|
2015
Q1 | $497K | Sell |
4,844
-467
| -9% | -$47.9K | 0.02% | 280 |
|
|
2014
Q4 | $480K | Sell |
5,311
-25,041
| -83% | -$2.26M | 0.02% | 245 |
|
|
2014
Q3 | $2.57M | Buy |
30,352
+290
| +1% | +$24.6K | 0.13% | 125 |
|
|
2014
Q2 | $2.35M | Sell |
30,062
-1,718
| -5% | -$134K | 0.12% | 129 |
|
|
2014
Q1 | $2.77M | Buy |
31,780
+11,180
| +54% | +$973K | 0.16% | 119 |
|
|
2013
Q4 | $1.89M | Buy |
20,600
+20,000
| +3,333% | +$1.83M | 0.1% | 140 |
|
|
2013
Q3 | $39K | Hold |
600
| – | – | ﹤0.01% | 595 |
|
|
2013
Q2 | $42K | Buy |
+600
| New | +$42K | ﹤0.01% | 586 |
|