SWA
SOA Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
2,031
+11
| +0.5% | +$1.83K | 0.06% | 152 |
|
|
2025
Q1 | $294K | Buy |
2,020
+13
| +0.6% | +$1.89K | 0.06% | 156 |
|
|
2024
Q4 | $280K | Buy |
2,007
+1,629
| +431% | +$227K | 0.05% | 154 |
|
|
2024
Q3 | $61.5K | Buy |
378
+2
| +0.5% | +$326 | 0.01% | 292 |
|
|
2024
Q2 | $65.3K | Buy |
376
+1
| +0.3% | +$174 | 0.01% | 282 |
|
|
2024
Q1 | $75.5K | Buy |
375
+1
| +0.3% | +$201 | 0.02% | 264 |
|
|
2023
Q4 | $55.4K | Buy |
374
+2
| +0.5% | +$296 | 0.01% | 284 |
|
|
2023
Q3 | $56.3K | Buy |
372
+2
| +0.5% | +$303 | 0.01% | 272 |
|
|
2023
Q2 | $43.2K | Buy |
370
+1
| +0.3% | +$117 | 0.01% | 310 |
|
|
2023
Q1 | $49.7K | Buy |
369
+2
| +0.5% | +$269 | 0.01% | 283 |
|
|
2022
Q4 | $42.7K | Buy |
367
+3
| +0.8% | +$349 | 0.01% | 300 |
|
|
2022
Q3 | $36K | Sell |
364
-82
| -18% | -$8.11K | 0.01% | 300 |
|
|
2022
Q2 | $36K | Sell |
446
-10
| -2% | -$807 | 0.01% | 299 |
|
|
2022
Q1 | $39K | Buy |
456
+2
| +0.4% | +$171 | 0.01% | 339 |
|
|
2021
Q4 | $28K | Buy |
454
+2
| +0.4% | +$123 | 0.01% | 386 |
|
|
2021
Q3 | $27K | Buy |
452
+3
| +0.7% | +$179 | 0.01% | 403 |
|
|
2021
Q2 | $27K | Buy |
449
+5
| +1% | +$301 | 0.01% | 406 |
|
|
2021
Q1 | $23K | Buy |
444
+4
| +0.9% | +$207 | 0.01% | 375 |
|
|
2020
Q4 | $21K | Buy |
+440
| New | +$21K | 0.01% | 393 |
|