JIR
James Investment Research’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-228
| Closed | -$31K | – | 445 |
|
|
2023
Q1 | $31K | Buy |
228
+90
| +65% | +$12.2K | ﹤0.01% | 407 |
|
|
2022
Q4 | $16K | Buy |
+138
| New | +$16K | ﹤0.01% | 457 |
|
|
2020
Q3 | – | Sell |
-3,718
| Closed | -$139K | – | 501 |
|
|
2020
Q2 | $139K | Sell |
3,718
-5,620
| -60% | -$210K | 0.01% | 267 |
|
|
2020
Q1 | $221K | Sell |
9,338
-50,037
| -84% | -$1.18M | 0.02% | 226 |
|
|
2019
Q4 | $3.58M | Sell |
59,375
-5,859
| -9% | -$353K | 0.25% | 114 |
|
|
2019
Q3 | $3.96M | Sell |
65,234
-5,397
| -8% | -$328K | 0.29% | 98 |
|
|
2019
Q2 | $3.95M | Sell |
70,631
-11,275
| -14% | -$630K | 0.29% | 96 |
|
|
2019
Q1 | $4.9M | Buy |
81,906
+3,356
| +4% | +$201K | 0.32% | 85 |
|
|
2018
Q4 | $4.64M | Buy |
78,550
+16,391
| +26% | +$967K | 0.29% | 90 |
|
|
2018
Q3 | $4.97M | Buy |
62,159
+4,366
| +8% | +$349K | 0.2% | 100 |
|
|
2018
Q2 | $4.06M | Buy |
57,793
+13,959
| +32% | +$979K | 0.16% | 135 |
|
|
2018
Q1 | $3.2M | Buy |
43,834
+14,824
| +51% | +$1.08M | 0.12% | 162 |
|
|
2017
Q4 | $1.91M | Buy |
+29,010
| New | +$1.91M | 0.07% | 314 |
|
|
2017
Q1 | – | Sell |
-35
| Closed | -$2K | – | 682 |
|
|
2016
Q4 | $2K | Hold |
35
| – | – | ﹤0.01% | 530 |
|
|
2016
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 550 |
|
|
2016
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 517 |
|
|
2013
Q3 | – | Sell |
-6
| Closed | – | – | 535 |
|
|
2013
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 507 |
|