SWA
Sax Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
2,796
+181
| +7% | +$30.1K | 0.03% | 271 |
|
|
2025
Q1 | $381K | Buy |
2,615
+124
| +5% | +$18.1K | 0.03% | 255 |
|
|
2024
Q4 | $347K | Buy |
2,491
+28
| +1% | +$3.91K | 0.03% | 242 |
|
|
2024
Q3 | $401K | Buy |
2,463
+9
| +0.4% | +$1.47K | 0.04% | 182 |
|
|
2024
Q2 | $426K | Buy |
2,454
+37
| +2% | +$6.42K | 0.04% | 164 |
|
|
2024
Q1 | $487K | Sell |
2,417
-449
| -16% | -$90.5K | 0.06% | 118 |
|
|
2023
Q4 | $425K | Buy |
2,866
+449
| +19% | +$66.6K | 0.07% | 130 |
|
|
2023
Q3 | $366K | Hold |
2,417
| – | – | 0.07% | 132 |
|
|
2023
Q2 | $282K | Hold |
2,417
| – | – | 0.06% | 141 |
|
|
2023
Q1 | $326K | Hold |
2,417
| – | – | 0.07% | 134 |
|
|
2022
Q4 | $281K | Hold |
2,417
| – | – | 0.07% | 137 |
|
|
2022
Q3 | $240K | Buy |
+2,417
| New | +$240K | 0.06% | 143 |
|
|
2022
Q2 | – | Sell |
-2,417
| Closed | -$207K | – | 171 |
|
|
2022
Q1 | $207K | Buy |
+2,417
| New | +$207K | 0.05% | 166 |
|
|
2021
Q4 | – | Sell |
-3,250
| Closed | -$201K | – | 185 |
|
|
2021
Q3 | $201K | Buy |
+3,250
| New | +$201K | 0.05% | 165 |
|