MGIA
Moneta Group Investment Advisors’s Marathon Petroleum MPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02M | Buy |
6,150
+349
| +6% | +$58K | 0.01% | 306 |
|
2025
Q1 | $845K | Buy |
5,801
+36
| +0.6% | +$5.25K | 0.01% | 312 |
|
2024
Q4 | $804K | Sell |
5,765
-258
| -4% | -$36K | 0.01% | 310 |
|
2024
Q3 | $981K | Sell |
6,023
-187
| -3% | -$30.5K | 0.01% | 282 |
|
2024
Q2 | $1.08M | Buy |
6,210
+1,235
| +25% | +$214K | 0.02% | 261 |
|
2024
Q1 | $1M | Buy |
4,975
+956
| +24% | +$193K | 0.02% | 270 |
|
2023
Q4 | $596K | Buy |
4,019
+417
| +12% | +$61.9K | 0.01% | 313 |
|
2023
Q3 | $545K | Sell |
3,602
-126
| -3% | -$19.1K | 0.01% | 300 |
|
2023
Q2 | $435K | Sell |
3,728
-349
| -9% | -$40.7K | 0.01% | 345 |
|
2023
Q1 | $550K | Buy |
4,077
+816
| +25% | +$110K | 0.01% | 304 |
|
2022
Q4 | $419K | Buy |
3,261
+9
| +0.3% | +$1.16K | 0.01% | 317 |
|
2022
Q3 | $323K | Sell |
3,252
-1,674
| -34% | -$166K | 0.01% | 336 |
|
2022
Q2 | $405K | Buy |
4,926
+1,534
| +45% | +$126K | 0.01% | 329 |
|
2022
Q1 | $290K | Buy |
3,392
+32
| +1% | +$2.74K | 0.01% | 363 |
|
2021
Q4 | $215K | Buy |
3,360
+11
| +0.3% | +$704 | 0.01% | 443 |
|
2021
Q3 | $207K | Buy |
3,349
+6
| +0.2% | +$371 | 0.01% | 431 |
|
2021
Q2 | $202K | Buy |
+3,343
| New | +$202K | 0.01% | 435 |
|
2020
Q1 | – | Sell |
-5,693
| Closed | -$343K | – | 269 |
|
2019
Q4 | $343K | Sell |
5,693
-200
| -3% | -$12.1K | 0.03% | 199 |
|
2019
Q3 | $358K | Buy |
5,893
+202
| +4% | +$12.3K | 0.03% | 195 |
|
2019
Q2 | $318K | Sell |
5,691
-2,463
| -30% | -$138K | 0.03% | 188 |
|
2019
Q1 | $488K | Buy |
8,154
+2,392
| +42% | +$143K | 0.05% | 145 |
|
2018
Q4 | $340K | Buy |
+5,762
| New | +$340K | 0.04% | 162 |
|
2018
Q3 | – | Sell |
-2,470
| Closed | -$173K | – | 311 |
|
2018
Q2 | $173K | Buy |
2,470
+1,313
| +113% | +$92K | 0.02% | 259 |
|
2018
Q1 | $85K | Buy |
1,157
+632
| +120% | +$46.4K | 0.01% | 259 |
|
2017
Q4 | $35K | Buy |
+525
| New | +$35K | 0.01% | 287 |
|