OWA
One Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Buy |
3,243
+22
| +0.7% | +$3.65K | 0.07% | 149 |
|
|
2025
Q1 | $469K | Sell |
3,221
-1,145
| -26% | -$167K | 0.07% | 155 |
|
|
2024
Q4 | $609K | Sell |
4,366
-631
| -13% | -$88K | 0.09% | 107 |
|
|
2024
Q3 | $814K | Sell |
4,997
-36
| -0.7% | -$5.87K | 0.12% | 87 |
|
|
2024
Q2 | $885K | Sell |
5,033
-386
| -7% | -$67.9K | 0.19% | 66 |
|
|
2024
Q1 | $1.09M | Buy |
5,419
+725
| +15% | +$146K | 0.19% | 74 |
|
|
2023
Q4 | $696K | Sell |
4,694
-145
| -3% | -$21.5K | 0.13% | 82 |
|
|
2023
Q3 | $732K | Buy |
4,839
+44
| +0.9% | +$6.66K | 0.16% | 77 |
|
|
2023
Q2 | $559K | Sell |
4,795
-209
| -4% | -$24.4K | 0.12% | 93 |
|
|
2023
Q1 | $675K | Buy |
5,004
+422
| +9% | +$56.9K | 0.16% | 76 |
|
|
2022
Q4 | $533K | Sell |
4,582
-1,319
| -22% | -$154K | 0.12% | 90 |
|
|
2022
Q3 | $586K | Sell |
5,901
-173
| -3% | -$17.2K | 0.19% | 67 |
|
|
2022
Q2 | $499K | Sell |
6,074
-69
| -1% | -$5.67K | 0.13% | 86 |
|
|
2022
Q1 | $525K | Buy |
6,143
+84
| +1% | +$7.18K | 0.13% | 88 |
|
|
2021
Q4 | $388K | Buy |
6,059
+29
| +0.5% | +$1.86K | 0.1% | 107 |
|
|
2021
Q3 | $373K | Buy |
+6,030
| New | +$373K | 0.11% | 117 |
|
|
2019
Q2 | – | Sell |
-3,305
| Closed | -$198K | – | 350 |
|
|
2019
Q1 | $198K | Buy |
+3,305
| New | +$198K | 0.16% | 111 |
|
|
2018
Q4 | – | Sell |
-8,489
| Closed | -$679K | – | 338 |
|
|
2018
Q3 | $679K | Sell |
8,489
-310
| -4% | -$24.8K | 0.52% | 25 |
|
|
2018
Q2 | $617K | Sell |
8,799
-691
| -7% | -$48.5K | 0.49% | 25 |
|
|
2018
Q1 | $694K | Sell |
9,490
-855
| -8% | -$62.5K | 0.61% | 15 |
|
|
2017
Q4 | $683K | Buy |
+10,345
| New | +$683K | 0.56% | 19 |
|