HWMO
Heritage Wealth Management (Ohio)’s Marathon Petroleum MPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.41M | Sell |
8,515
-100
| -1% | -$16.6K | 0.46% | 58 |
|
2025
Q1 | $1.26M | Sell |
8,615
-1,165
| -12% | -$170K | 0.43% | 59 |
|
2024
Q4 | $1.36M | Sell |
9,780
-25
| -0.3% | -$3.49K | 0.45% | 57 |
|
2024
Q3 | $1.6M | Sell |
9,805
-100
| -1% | -$16.3K | 0.52% | 43 |
|
2024
Q2 | $1.69M | Buy |
+9,905
| New | +$1.69M | 0.57% | 41 |
|