KMG Fiduciary Partners’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,250
| Closed | -$204K | – | 275 |
|
|
2024
Q3 | $204K | Hold |
1,250
| – | – | 0.02% | 267 |
|
|
2024
Q2 | $217K | Sell |
1,250
-541
| -30% | -$93.9K | 0.02% | 235 |
|
|
2024
Q1 | $361K | Buy |
1,791
+123
| +7% | +$24.8K | 0.04% | 192 |
|
|
2023
Q4 | $247K | Buy |
1,668
+39
| +2% | +$5.79K | 0.03% | 221 |
|
|
2023
Q3 | $247K | Buy |
+1,629
| New | +$247K | 0.03% | 208 |
|
|
2023
Q2 | – | Sell |
-1,638
| Closed | -$221K | – | 233 |
|
|
2023
Q1 | $221K | Buy |
+1,638
| New | +$221K | 0.03% | 219 |
|