FWM
ForthRight Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
9,602
-700
| -7% | -$116K | 0.5% | 26 |
|
|
2025
Q1 | $1.5M | Hold |
10,302
| – | – | 0.5% | 27 |
|
|
2024
Q4 | $1.44M | Sell |
10,302
-480
| -4% | -$67K | 0.48% | 28 |
|
|
2024
Q3 | $1.76M | Hold |
10,782
| – | – | 0.58% | 26 |
|
|
2024
Q2 | $1.87M | Sell |
10,782
-377
| -3% | -$65.4K | 0.67% | 25 |
|
|
2024
Q1 | $2.25M | Hold |
11,159
| – | – | 0.81% | 23 |
|
|
2023
Q4 | $1.66M | Sell |
11,159
-407
| -4% | -$60.4K | 0.64% | 24 |
|
|
2023
Q3 | $1.75M | Hold |
11,566
| – | – | 0.75% | 24 |
|
|
2023
Q2 | $1.35M | Hold |
11,566
| – | – | 0.56% | 27 |
|
|
2023
Q1 | $1.56M | Hold |
11,566
| – | – | 0.71% | 25 |
|
|
2022
Q4 | $1.35M | Sell |
11,566
-820
| -7% | -$95.4K | 0.69% | 23 |
|
|
2022
Q3 | $1.23M | Sell |
12,386
-600
| -5% | -$59.6K | 0.72% | 21 |
|
|
2022
Q2 | $1.07M | Hold |
12,986
| – | – | 0.59% | 21 |
|
|
2022
Q1 | $1.11M | Hold |
12,986
| – | – | 0.57% | 21 |
|
|
2021
Q4 | $831K | Sell |
12,986
-160
| -1% | -$10.2K | 0.45% | 23 |
|
|
2021
Q3 | $813K | Hold |
13,146
| – | – | 0.49% | 21 |
|
|
2021
Q2 | $794K | Hold |
13,146
| – | – | 0.5% | 20 |
|
|
2021
Q1 | $703K | Hold |
13,146
| – | – | 0.48% | 21 |
|
|
2020
Q4 | $544K | Buy |
+13,146
| New | +$544K | 0.43% | 19 |
|