PWA
Phoenix Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Sell |
15,845
-1,291
| -8% | -$214K | 1.1% | 25 |
|
|
2025
Q1 | $2.5M | Sell |
17,136
-176
| -1% | -$25.6K | 1.09% | 31 |
|
|
2024
Q4 | $2.42M | Sell |
17,312
-407
| -2% | -$56.8K | 1.05% | 33 |
|
|
2024
Q3 | $2.89M | Sell |
17,719
-605
| -3% | -$98.6K | 1.34% | 22 |
|
|
2024
Q2 | $3.18M | Sell |
18,324
-1,062
| -5% | -$184K | 1.6% | 19 |
|
|
2024
Q1 | $3.91M | Sell |
19,386
-452
| -2% | -$91.1K | 2.38% | 10 |
|
|
2023
Q4 | $3.02M | Sell |
19,838
-296
| -1% | -$45.1K | 2.11% | 16 |
|
|
2023
Q3 | $3.05M | Buy |
20,134
+306
| +2% | +$46.3K | 1.79% | 13 |
|
|
2023
Q2 | $2.31M | Sell |
19,828
-122
| -0.6% | -$14.2K | 1.35% | 23 |
|
|
2023
Q1 | $2.69M | Buy |
19,950
+6,645
| +50% | +$896K | 1.66% | 17 |
|
|
2022
Q4 | $1.55M | Buy |
13,305
+32
| +0.2% | +$3.72K | 0.93% | 28 |
|
|
2022
Q3 | $1.32M | Buy |
+13,273
| New | +$1.32M | 1.32% | 30 |
|
|
2021
Q4 | – | Sell |
-800
| Closed | -$49K | – | 270 |
|
|
2021
Q3 | $49K | Hold |
800
| – | – | 0.04% | 195 |
|
|
2021
Q2 | $47K | Hold |
800
| – | – | 0.03% | 193 |
|
|
2021
Q1 | $45K | Hold |
800
| – | – | 0.04% | 198 |
|
|
2020
Q4 | $33K | Buy |
+800
| New | +$33K | 0.03% | 216 |
|