SAG
SageView Advisory Group’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
7,156
+5,450
| +319% | +$953K | 0.05% | 212 |
|
|
2025
Q1 | $249K | Sell |
1,706
-376
| -18% | -$54.8K | 0.01% | 522 |
|
|
2024
Q4 | $290K | Buy |
2,082
+689
| +49% | +$96.1K | 0.01% | 470 |
|
|
2024
Q3 | $227K | Sell |
1,393
-364
| -21% | -$59.3K | 0.01% | 468 |
|
|
2024
Q2 | $305K | Buy |
+1,757
| New | +$305K | 0.01% | 426 |
|
|
2024
Q1 | – | Sell |
-6,141
| Closed | -$1.04M | – | 694 |
|
|
2023
Q4 | $1.04M | Buy |
6,141
+511
| +9% | +$86.8K | 0.04% | 244 |
|
|
2023
Q3 | $852K | Sell |
5,630
-1,437
| -20% | -$217K | 0.05% | 236 |
|
|
2023
Q2 | $824K | Buy |
7,067
+288
| +4% | +$33.6K | 0.05% | 260 |
|
|
2023
Q1 | $914K | Buy |
+6,779
| New | +$914K | 0.06% | 218 |
|