Kapstone Financial 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 | $1.08M | Sell |
6,515
-750
| -10% | -$125K | 0.54% | 30 |
|
|
2025
Q1 | $1.06M | Sell |
7,265
-1
| -0% | -$146 | 0.6% | 31 |
|
|
2024
Q4 | $1.1M | Hold |
7,266
| – | – | 0.59% | 30 |
|
|
2024
Q3 | $1.19M | Hold |
7,266
| – | – | 0.72% | 28 |
|
|
2024
Q2 | $1.26M | Hold |
7,266
| – | – | 0.83% | 25 |
|
|
2024
Q1 | $1.46M | Hold |
7,266
| – | – | 1% | 21 |
|
|
2023
Q4 | $1.14M | Buy |
7,266
+83
| +1% | +$13.1K | 0.9% | 25 |
|
|
2023
Q3 | $1.09M | Hold |
7,183
| – | – | 0.98% | 23 |
|
|
2023
Q2 | $969K | Buy |
7,183
+94
| +1% | +$12.7K | 0.8% | 27 |
|
|
2023
Q1 | $925K | Hold |
7,089
| – | – | 0.83% | 26 |
|
|
2022
Q4 | $850K | Buy |
+7,089
| New | +$850K | 0.77% | 27 |
|