PWMAG
Pinnacle Wealth Management Advisory Group’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Buy |
4,925
+256
| +5% | +$42.5K | 0.07% | 162 |
|
|
2025
Q1 | $680K | Buy |
4,669
+1,188
| +34% | +$173K | 0.06% | 174 |
|
|
2024
Q4 | $486K | Buy |
3,481
+402
| +13% | +$56.1K | 0.05% | 202 |
|
|
2024
Q3 | $502K | Buy |
3,079
+376
| +14% | +$61.3K | 0.05% | 201 |
|
|
2024
Q2 | $469K | Buy |
2,703
+565
| +26% | +$98K | 0.05% | 200 |
|
|
2024
Q1 | $431K | Buy |
2,138
+74
| +4% | +$14.9K | 0.05% | 209 |
|
|
2023
Q4 | $306K | Sell |
2,064
-20
| -1% | -$2.97K | 0.04% | 240 |
|
|
2023
Q3 | $315K | Sell |
2,084
-139
| -6% | -$21K | 0.04% | 227 |
|
|
2023
Q2 | $259K | Sell |
2,223
-2,912
| -57% | -$340K | 0.03% | 264 |
|
|
2023
Q1 | $692K | Buy |
5,135
+164
| +3% | +$22.1K | 0.09% | 149 |
|
|
2022
Q4 | $579K | Buy |
4,971
+4
| +0.1% | +$466 | 0.09% | 163 |
|
|
2022
Q3 | $493K | Buy |
4,967
+798
| +19% | +$79.2K | 0.08% | 163 |
|
|
2022
Q2 | $343K | Buy |
4,169
+684
| +20% | +$56.3K | 0.06% | 209 |
|
|
2022
Q1 | $298K | Hold |
3,485
| – | – | 0.04% | 227 |
|
|
2021
Q4 | $223K | Buy |
+3,485
| New | +$223K | 0.04% | 243 |
|
|
2018
Q4 | – | Sell |
-8,130
| Closed | -$650K | – | 171 |
|
|
2018
Q3 | $650K | Buy |
8,130
+210
| +3% | +$16.8K | 0.32% | 85 |
|
|
2018
Q2 | $556K | Buy |
+7,920
| New | +$556K | 0.3% | 89 |
|