IWA
IVC Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
2,563
-72
| -3% | -$12K | 0.21% | 90 |
|
|
2025
Q1 | $384K | Buy |
2,635
+117
| +5% | +$17K | 0.21% | 97 |
|
|
2024
Q4 | $351K | Sell |
2,518
-11
| -0.4% | -$1.54K | 0.2% | 99 |
|
|
2024
Q3 | $412K | Buy |
2,529
+60
| +2% | +$9.78K | 0.23% | 93 |
|
|
2024
Q2 | $428K | Sell |
2,469
-26
| -1% | -$4.51K | 0.24% | 93 |
|
|
2024
Q1 | $503K | Sell |
2,495
-16
| -0.6% | -$3.22K | 0.29% | 80 |
|
|
2023
Q4 | $373K | Sell |
2,511
-8
| -0.3% | -$1.19K | 0.23% | 96 |
|
|
2023
Q3 | $381K | Buy |
2,519
+37
| +1% | +$5.6K | 0.25% | 95 |
|
|
2023
Q2 | $289K | Sell |
2,482
-22
| -0.9% | -$2.57K | 0.18% | 114 |
|
|
2023
Q1 | $338K | Sell |
2,504
-327
| -12% | -$44.1K | 0.24% | 97 |
|
|
2022
Q4 | $330K | Sell |
2,831
-189
| -6% | -$22K | 0.24% | 99 |
|
|
2022
Q3 | $300K | Buy |
3,020
+144
| +5% | +$14.3K | 0.24% | 101 |
|
|
2022
Q2 | $236K | Buy |
2,876
+24
| +0.8% | +$1.97K | 0.18% | 120 |
|
|
2022
Q1 | $244K | Sell |
2,852
-294
| -9% | -$25.2K | 0.16% | 130 |
|
|
2021
Q4 | $201K | Buy |
+3,146
| New | +$201K | 0.13% | 134 |
|