EverSource Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
8,378
+401
+5% +$66.6K 0.06% 212
2025
Q1
$1.16M Buy
7,977
+179
+2% +$26.1K 0.06% 219
2024
Q4
$1.09M Buy
7,798
+545
+8% +$76K 0.06% 233
2024
Q3
$1.18M Buy
7,253
+88
+1% +$14.3K 0.07% 195
2024
Q2
$1.27M Buy
7,165
+61
+0.9% +$10.8K 0.08% 183
2024
Q1
$1.29M Buy
7,104
+631
+10% +$115K 0.1% 158
2023
Q4
$960K Buy
6,473
+94
+1% +$13.9K 0.09% 167
2023
Q3
$965K Sell
6,379
-44
-0.7% -$6.66K 0.1% 158
2023
Q2
$749K Buy
6,423
+37
+0.6% +$4.31K 0.08% 190
2023
Q1
$861K Sell
6,386
-296
-4% -$39.9K 0.11% 153
2022
Q4
$778K Sell
6,682
-242
-3% -$28.2K 0.12% 143
2022
Q3
$688K Buy
6,924
+5,857
+549% +$582K 0.16% 126
2022
Q2
$88K Buy
1,067
+593
+125% +$48.9K 0.02% 415
2022
Q1
$41K Sell
474
-384
-45% -$33.2K 0.01% 501
2021
Q4
$55K Buy
+858
New +$55K 0.02% 413