PWA

Primoris Wealth Advisors’s Marathon Petroleum MPC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,869	Closed	-$393K	–	67
2022 Q2	$393K	Sell	4,869 -7,623	-61%	-$615K	0.56%	43
2022 Q1	$1.06M	Sell	12,492 -13,126	-51%	-$1.11M	0.99%	32
2021 Q4	$1.63M	Buy	+25,618	New	+$1.63M	1.31%	31