MWM
Mission Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
8,860
-1,013
| -10% | -$168K | 0.03% | 240 |
|
|
2025
Q1 | $1.44M | Hold |
9,873
| – | – | 0.04% | 221 |
|
|
2024
Q4 | $1.38M | Sell |
9,873
-48
| -0.5% | -$6.7K | 0.03% | 219 |
|
|
2024
Q3 | $1.62M | Buy |
9,921
+23
| +0.2% | +$3.75K | 0.04% | 196 |
|
|
2024
Q2 | $1.72M | Buy |
9,898
+772
| +8% | +$134K | 0.05% | 180 |
|
|
2024
Q1 | $1.84M | Buy |
9,126
+370
| +4% | +$74.6K | 0.05% | 186 |
|
|
2023
Q4 | $1.3M | Buy |
8,756
+67
| +0.8% | +$9.94K | 0.04% | 196 |
|
|
2023
Q3 | $1.32M | Sell |
8,689
-54
| -0.6% | -$8.17K | 0.05% | 178 |
|
|
2023
Q2 | $1.02M | Buy |
8,743
+310
| +4% | +$36.1K | 0.04% | 205 |
|
|
2023
Q1 | $1.14M | Buy |
8,433
+17
| +0.2% | +$2.29K | 0.05% | 190 |
|
|
2022
Q4 | $980K | Buy |
8,416
+263
| +3% | +$30.6K | 0.05% | 197 |
|
|
2022
Q3 | $810K | Buy |
8,153
+98
| +1% | +$9.74K | 0.04% | 204 |
|
|
2022
Q2 | $662K | Sell |
8,055
-410
| -5% | -$33.7K | 0.03% | 248 |
|
|
2022
Q1 | $724K | Buy |
8,465
+3,996
| +89% | +$342K | 0.03% | 239 |
|
|
2021
Q4 | $286K | Buy |
4,469
+99
| +2% | +$6.34K | 0.01% | 423 |
|
|
2021
Q3 | $270K | Sell |
4,370
-642
| -13% | -$39.7K | 0.01% | 412 |
|
|
2021
Q2 | $303K | Sell |
5,012
-386
| -7% | -$23.3K | 0.02% | 383 |
|
|
2021
Q1 | $289K | Sell |
5,398
-24
| -0.4% | -$1.29K | 0.02% | 370 |
|
|
2020
Q4 | $224K | Buy |
+5,422
| New | +$224K | 0.01% | 385 |
|
|
2020
Q3 | – | Sell |
-6,755
| Closed | -$253K | – | 366 |
|
|
2020
Q2 | $253K | Buy |
+6,755
| New | +$253K | 0.02% | 280 |
|
|
2020
Q1 | – | Sell |
-6,848
| Closed | -$413K | – | 333 |
|
|
2019
Q4 | $413K | Sell |
6,848
-325
| -5% | -$19.6K | 0.04% | 202 |
|
|
2019
Q3 | $436K | Buy |
7,173
+895
| +14% | +$54.4K | 0.05% | 183 |
|
|
2019
Q2 | $351K | Buy |
6,278
+70
| +1% | +$3.91K | 0.04% | 213 |
|
|
2019
Q1 | $372K | Buy |
6,208
+2,708
| +77% | +$162K | 0.04% | 200 |
|
|
2018
Q4 | $207K | Sell |
3,500
-44
| -1% | -$2.6K | 0.03% | 254 |
|
|
2018
Q3 | $283K | Buy |
3,544
+4
| +0.1% | +$319 | 0.04% | 221 |
|
|
2018
Q2 | $248K | Sell |
3,540
-197
| -5% | -$13.8K | 0.04% | 220 |
|
|
2018
Q1 | $273K | Buy |
3,737
+278
| +8% | +$20.3K | 0.04% | 174 |
|
|
2017
Q4 | $228K | Buy |
+3,459
| New | +$228K | 0.04% | 191 |
|