Kingswood 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 | $438K | Sell |
2,639
-1,097
| -29% | -$182K | 0.03% | 450 |
|
|
2025
Q1 | $545K | Sell |
3,736
-924
| -20% | -$135K | 0.05% | 368 |
|
|
2024
Q4 | $650K | Sell |
4,660
-2,980
| -39% | -$416K | 0.05% | 367 |
|
|
2024
Q3 | $1.25M | Sell |
7,640
-1,464
| -16% | -$239K | 0.09% | 251 |
|
|
2024
Q2 | $1.58M | Buy |
9,104
+594
| +7% | +$103K | 0.14% | 147 |
|
|
2024
Q1 | $1.71M | Sell |
8,510
-1,681
| -16% | -$339K | 0.2% | 124 |
|
|
2023
Q4 | $1.51M | Buy |
10,191
+1,252
| +14% | +$186K | 0.17% | 137 |
|
|
2023
Q3 | $1.35M | Buy |
8,939
+7,107
| +388% | +$1.08M | 0.23% | 115 |
|
|
2023
Q2 | $214K | Buy |
+1,832
| New | +$214K | 0.07% | 245 |
|