SHFA
SS&H Financial Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Hold |
4,850
| – | – | 0.27% | 69 |
|
|
2025
Q1 | $707K | Hold |
4,850
| – | – | 0.26% | 75 |
|
|
2024
Q4 | $677K | Hold |
4,850
| – | – | 0.25% | 79 |
|
|
2024
Q3 | $790K | Buy |
4,850
+500
| +11% | +$81.4K | 0.29% | 79 |
|
|
2024
Q2 | $754K | Hold |
4,350
| – | – | 0.29% | 75 |
|
|
2024
Q1 | $876K | Hold |
4,350
| – | – | 0.36% | 63 |
|
|
2023
Q4 | $645K | Hold |
4,350
| – | – | 0.27% | 77 |
|
|
2023
Q3 | $658K | Buy |
+4,350
| New | +$658K | 0.31% | 71 |
|
|
2023
Q1 | $627K | Hold |
4,650
| – | – | 0.29% | 76 |
|
|
2022
Q4 | $541K | Hold |
4,650
| – | – | 0.26% | 80 |
|
|
2022
Q3 | $462K | Hold |
4,650
| – | – | 0.24% | 84 |
|
|
2022
Q2 | $382K | Hold |
4,650
| – | – | 0.18% | 98 |
|
|
2022
Q1 | $398K | Buy |
+4,650
| New | +$398K | 0.16% | 104 |
|