Mount Yale Investment 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 | $957K | Buy |
5,759
+181
| +3% | +$30.1K | 0.07% | 214 |
|
|
2025
Q1 | $813K | Buy |
5,578
+626
| +13% | +$91.2K | 0.07% | 231 |
|
|
2024
Q4 | $691K | Sell |
4,952
-24
| -0.5% | -$3.35K | 0.06% | 279 |
|
|
2024
Q3 | $811K | Sell |
4,976
-24
| -0.5% | -$3.91K | 0.08% | 239 |
|
|
2024
Q2 | $867K | Buy |
5,000
+51
| +1% | +$8.85K | 0.07% | 238 |
|
|
2024
Q1 | $997K | Sell |
4,949
-83
| -2% | -$16.7K | 0.08% | 221 |
|
|
2023
Q4 | $747K | Sell |
5,032
-763
| -13% | -$113K | 0.07% | 253 |
|
|
2023
Q3 | $877K | Sell |
5,795
-591
| -9% | -$89.4K | 0.1% | 203 |
|
|
2023
Q2 | $745K | Sell |
6,386
-602
| -9% | -$70.2K | 0.08% | 250 |
|
|
2023
Q1 | $942K | Buy |
6,988
+24
| +0.3% | +$3.24K | 0.11% | 193 |
|
|
2022
Q4 | $811K | Buy |
6,964
+98
| +1% | +$11.4K | 0.09% | 221 |
|
|
2022
Q3 | $682K | Sell |
6,866
-363
| -5% | -$36.1K | 0.09% | 229 |
|
|
2022
Q2 | $594K | Sell |
7,229
-64
| -0.9% | -$5.26K | 0.07% | 255 |
|
|
2022
Q1 | $624K | Sell |
7,293
-983
| -12% | -$84.1K | 0.07% | 274 |
|
|
2021
Q4 | $530K | Sell |
8,276
-110,822
| -93% | -$7.1M | 0.06% | 284 |
|
|
2021
Q3 | $7.36M | Sell |
119,098
-2,319
| -2% | -$143K | 0.85% | 19 |
|
|
2021
Q2 | $7.34M | Sell |
121,417
-5,223
| -4% | -$316K | 0.89% | 19 |
|
|
2021
Q1 | $6.77M | Buy |
126,640
+7,706
| +6% | +$412K | 0.88% | 19 |
|
|
2020
Q4 | $4.92M | Sell |
118,934
-26,470
| -18% | -$1.09M | 0.69% | 35 |
|
|
2020
Q3 | $4.27M | Sell |
145,404
-4,981
| -3% | -$146K | 0.61% | 36 |
|
|
2020
Q2 | $5.62M | Buy |
150,385
+10,967
| +8% | +$410K | 1.01% | 14 |
|
|
2020
Q1 | $3.29M | Buy |
139,418
+1,393
| +1% | +$32.9K | 0.74% | 31 |
|
|
2019
Q4 | $7.52M | Buy |
138,025
+13,032
| +10% | +$710K | 1.31% | 17 |
|
|
2019
Q3 | $8.11M | Sell |
124,993
-21,601
| -15% | -$1.4M | 1.45% | 12 |
|
|
2019
Q2 | $7.06M | Buy |
146,594
+33,067
| +29% | +$1.59M | 1.3% | 18 |
|
|
2019
Q1 | $6.8M | Buy |
113,527
+2,780
| +3% | +$166K | 1.27% | 23 |
|
|
2018
Q4 | $6.84M | Buy |
110,747
+6,418
| +6% | +$396K | 1.39% | 20 |
|
|
2018
Q3 | $7.28M | Buy |
104,329
+10,539
| +11% | +$736K | 1.27% | 20 |
|
|
2018
Q2 | $6.58M | Buy |
93,790
+85,757
| +1,068% | +$6.02M | 1.25% | 21 |
|
|
2018
Q1 | $587K | Buy |
+8,033
| New | +$587K | 0.13% | 149 |
|