RWM
Refined Wealth Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,544
| Closed | -$2.73M | – | 30 |
|
|
2024
Q1 | $2.73M | Sell |
13,544
-649
| -5% | -$131K | 1.92% | 15 |
|
|
2023
Q4 | $2.11M | Sell |
14,193
-1,021
| -7% | -$151K | 1.64% | 16 |
|
|
2023
Q3 | $2.3M | Sell |
15,214
-4,729
| -24% | -$716K | 2.07% | 13 |
|
|
2023
Q2 | $2.33M | Sell |
19,943
-84
| -0.4% | -$9.8K | 1.92% | 14 |
|
|
2023
Q1 | $2.7M | Sell |
20,027
-2,819
| -12% | -$380K | 2.38% | 13 |
|
|
2022
Q4 | $2.66M | Sell |
22,846
-7,253
| -24% | -$844K | 2.33% | 13 |
|
|
2022
Q3 | $2.99M | Sell |
30,099
-5,684
| -16% | -$565K | 2.7% | 14 |
|
|
2022
Q2 | $2.94M | Sell |
35,783
-11,786
| -25% | -$969K | 2.63% | 13 |
|
|
2022
Q1 | $4.07M | Sell |
47,569
-16,753
| -26% | -$1.43M | 3.44% | 12 |
|
|
2021
Q4 | $4.12M | Sell |
64,322
-7,663
| -11% | -$490K | 3.19% | 12 |
|
|
2021
Q3 | $4.45M | Buy |
71,985
+9,678
| +16% | +$598K | 3.6% | 12 |
|
|
2021
Q2 | $3.77M | Buy |
+62,307
| New | +$3.77M | 3.16% | 13 |
|