SWA
SFMG Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
1,927
+9
| +0.5% | +$1.5K | 0.02% | 200 |
|
|
2025
Q1 | $279K | Buy |
1,918
+130
| +7% | +$18.9K | 0.02% | 210 |
|
|
2024
Q4 | $249K | Sell |
1,788
-1,165
| -39% | -$163K | 0.02% | 223 |
|
|
2024
Q3 | $481K | Sell |
2,953
-268
| -8% | -$43.7K | 0.04% | 146 |
|
|
2024
Q2 | $559K | Sell |
3,221
-218
| -6% | -$37.8K | 0.05% | 126 |
|
|
2024
Q1 | $693K | Sell |
3,439
-134
| -4% | -$27K | 0.06% | 114 |
|
|
2023
Q4 | $530K | Buy |
3,573
+148
| +4% | +$22K | 0.05% | 133 |
|
|
2023
Q3 | $518K | Buy |
3,425
+425
| +14% | +$64.3K | 0.05% | 124 |
|
|
2023
Q2 | $350K | Sell |
3,000
-232
| -7% | -$27.1K | 0.04% | 159 |
|
|
2023
Q1 | $436K | Sell |
3,232
-142
| -4% | -$19.1K | 0.05% | 142 |
|
|
2022
Q4 | $393K | Buy |
3,374
+169
| +5% | +$19.7K | 0.04% | 157 |
|
|
2022
Q3 | $336K | Sell |
3,205
-55
| -2% | -$5.77K | 0.04% | 161 |
|
|
2022
Q2 | $268K | Buy |
3,260
+712
| +28% | +$58.5K | 0.03% | 193 |
|
|
2022
Q1 | $218K | Sell |
2,548
-1,202
| -32% | -$103K | 0.02% | 259 |
|
|
2021
Q4 | $240K | Buy |
3,750
+375
| +11% | +$24K | 0.02% | 239 |
|
|
2021
Q3 | $209K | Buy |
+3,375
| New | +$209K | 0.02% | 234 |
|
|
2020
Q1 | – | Sell |
-3,440
| Closed | -$207K | – | 165 |
|
|
2019
Q4 | $207K | Sell |
3,440
-120
| -3% | -$7.22K | 0.03% | 155 |
|
|
2019
Q3 | $216K | Sell |
3,560
-1,030
| -22% | -$62.5K | 0.03% | 141 |
|
|
2019
Q2 | $261K | Buy |
4,590
+664
| +17% | +$37.8K | 0.04% | 126 |
|
|
2019
Q1 | $235K | Buy |
3,926
+61
| +2% | +$3.65K | 0.03% | 128 |
|
|
2018
Q4 | $228K | Sell |
3,865
-1,751
| -31% | -$103K | 0.04% | 120 |
|
|
2018
Q3 | $390K | Buy |
5,616
+2,612
| +87% | +$181K | 0.06% | 88 |
|
|
2018
Q2 | $211K | Buy |
+3,004
| New | +$211K | 0.03% | 141 |
|