Invera Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $776K | Sell |
5,327
-186
| -3% | -$27.1K | 0.91% | 33 |
|
|
2024
Q4 | $851K | Buy |
5,513
+86
| +2% | +$13.3K | 0.84% | 33 |
|
|
2024
Q3 | $836K | Buy |
5,427
+99
| +2% | +$15.2K | 0.83% | 32 |
|
|
2024
Q2 | $875K | Sell |
5,328
-427
| -7% | -$70.2K | 0.9% | 29 |
|
|
2024
Q1 | $1.12M | Sell |
5,755
-767
| -12% | -$150K | 0.95% | 35 |
|
|
2023
Q4 | $968K | Buy |
+6,522
| New | +$968K | 0.61% | 58 |
|