JFS 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
Q2 | $110K | Sell |
662
-12
| -2% | -$1.99K | 0.01% | 362 |
|
|
2025
Q1 | $98.2K | Sell |
674
-23
| -3% | -$3.35K | 0.01% | 370 |
|
|
2024
Q4 | $97.2K | Sell |
697
-1
| -0.1% | -$140 | 0.01% | 364 |
|
|
2024
Q3 | $114K | Sell |
698
-52
| -7% | -$8.47K | 0.01% | 348 |
|
|
2024
Q2 | $130K | Sell |
750
-4
| -0.5% | -$693 | 0.01% | 279 |
|
|
2024
Q1 | $152K | Hold |
754
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $112K | Buy |
754
+32
| +4% | +$4.75K | 0.01% | 287 |
|
|
2023
Q3 | $109K | Hold |
722
| – | – | 0.01% | 268 |
|
|
2023
Q2 | $84.2K | Sell |
722
-2
| -0.3% | -$233 | 0.01% | 297 |
|
|
2023
Q1 | $97.6K | Sell |
724
-13
| -2% | -$1.75K | 0.01% | 278 |
|
|
2022
Q4 | $85.8K | Buy |
737
+11
| +2% | +$1.28K | 0.01% | 294 |
|
|
2022
Q3 | $72K | Buy |
726
+350
| +93% | +$34.7K | 0.01% | 321 |
|
|
2022
Q2 | $31K | Buy |
376
+125
| +50% | +$10.3K | ﹤0.01% | 495 |
|
|
2022
Q1 | $21K | Buy |
251
+29
| +13% | +$2.43K | ﹤0.01% | 595 |
|
|
2021
Q4 | $14K | Buy |
222
+74
| +50% | +$4.67K | ﹤0.01% | 635 |
|
|
2021
Q3 | $9K | Buy |
148
+58
| +64% | +$3.53K | ﹤0.01% | 658 |
|
|
2021
Q2 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 494 |
|
|
2020
Q4 | – | Sell |
-1,111
| Closed | -$33K | – | 608 |
|
|
2020
Q3 | $33K | Hold |
1,111
| – | – | 0.01% | 274 |
|
|
2020
Q2 | $42K | Hold |
1,111
| – | – | 0.01% | 245 |
|
|
2020
Q1 | $26K | Sell |
1,111
-11
| -1% | -$257 | 0.01% | 257 |
|
|
2019
Q4 | $68K | Hold |
1,122
| – | – | 0.02% | 220 |
|
|
2019
Q3 | $68K | Buy |
1,122
+11
| +1% | +$667 | 0.02% | 221 |
|
|
2019
Q2 | $62K | Hold |
1,111
| – | – | 0.02% | 226 |
|
|
2019
Q1 | $67K | Hold |
1,111
| – | – | 0.02% | 212 |
|
|
2018
Q4 | $66K | Hold |
1,111
| – | – | 0.02% | 203 |
|
|
2018
Q3 | $89K | Hold |
1,111
| – | – | 0.02% | 204 |
|
|
2018
Q2 | $78K | Hold |
1,111
| – | – | 0.02% | 210 |
|
|
2018
Q1 | $81K | Hold |
1,111
| – | – | 0.02% | 209 |
|
|
2017
Q4 | $73K | Hold |
1,111
| – | – | 0.02% | 224 |
|
|
2017
Q3 | $62K | Hold |
1,111
| – | – | 0.02% | 223 |
|
|
2017
Q2 | $58K | Hold |
1,111
| – | – | 0.02% | 212 |
|
|
2017
Q1 | $56K | Hold |
1,111
| – | – | 0.02% | 217 |
|
|
2016
Q4 | $56K | Hold |
1,111
| – | – | 0.02% | 217 |
|
|
2016
Q3 | $45K | Sell |
1,111
-4,600
| -81% | -$186K | 0.01% | 249 |
|
|
2016
Q2 | $217K | Buy |
5,711
+4,600
| +414% | +$175K | 0.06% | 145 |
|
|
2016
Q1 | $41K | Hold |
1,111
| – | – | 0.01% | 250 |
|
|
2015
Q4 | $58K | Hold |
1,111
| – | – | 0.02% | 235 |
|
|
2015
Q3 | $51K | Buy |
+1,111
| New | +$51K | 0.02% | 211 |
|
|
2014
Q4 | – | Sell |
-2,506
| Closed | -$106K | – | 533 |
|
|
2014
Q3 | $106K | Buy |
2,506
+1,394
| +125% | +$59K | 0.02% | 122 |
|
|
2014
Q2 | $43K | Buy |
+1,112
| New | +$43K | 0.01% | 204 |
|