TWA
TCI Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
3,678
-38
| -1% | -$6.31K | 0.04% | 129 |
|
|
2025
Q1 | $541K | Sell |
3,716
-3
| -0.1% | -$437 | 0.04% | 121 |
|
|
2024
Q4 | $519K | Sell |
3,719
-11
| -0.3% | -$1.53K | 0.04% | 121 |
|
|
2024
Q3 | $608K | Buy |
3,730
+6
| +0.2% | +$978 | 0.05% | 112 |
|
|
2024
Q2 | $646K | Sell |
3,724
-418
| -10% | -$72.5K | 0.06% | 103 |
|
|
2024
Q1 | $835K | Buy |
4,142
+360
| +10% | +$72.5K | 0.08% | 87 |
|
|
2023
Q4 | $561K | Hold |
3,782
| – | – | 0.06% | 105 |
|
|
2023
Q3 | $572K | Buy |
3,782
+15
| +0.4% | +$2.27K | 0.07% | 99 |
|
|
2023
Q2 | $439K | Sell |
3,767
-386
| -9% | -$45K | 0.06% | 123 |
|
|
2023
Q1 | $560K | Buy |
4,153
+344
| +9% | +$46.4K | 0.07% | 99 |
|
|
2022
Q4 | $443K | Sell |
3,809
-863
| -18% | -$100K | 0.06% | 109 |
|
|
2022
Q3 | $464K | Sell |
4,672
-254
| -5% | -$25.2K | 0.08% | 98 |
|
|
2022
Q2 | $405K | Buy |
4,926
+188
| +4% | +$15.5K | 0.06% | 112 |
|
|
2022
Q1 | $405K | Sell |
4,738
-63
| -1% | -$5.39K | 0.06% | 112 |
|
|
2021
Q4 | $307K | Buy |
4,801
+222
| +5% | +$14.2K | 0.05% | 132 |
|
|
2021
Q3 | $283K | Buy |
4,579
+646
| +16% | +$39.9K | 0.04% | 138 |
|
|
2021
Q2 | $238K | Sell |
3,933
-110
| -3% | -$6.66K | 0.04% | 153 |
|
|
2021
Q1 | $216K | Buy |
4,043
+204
| +5% | +$10.9K | 0.09% | 142 |
|
|
2020
Q4 | $159K | Sell |
3,839
-5
| -0.1% | -$207 | 0.07% | 161 |
|
|
2020
Q3 | $113K | Buy |
3,844
+10
| +0.3% | +$294 | 0.04% | 180 |
|
|
2020
Q2 | $143K | Sell |
3,834
-26
| -0.7% | -$970 | 0.06% | 166 |
|
|
2020
Q1 | $91K | Sell |
3,860
-156
| -4% | -$3.68K | 0.04% | 207 |
|
|
2019
Q4 | $242K | Buy |
4,016
+5
| +0.1% | +$301 | 0.09% | 151 |
|
|
2019
Q3 | $244K | Hold |
4,011
| – | – | 0.11% | 125 |
|
|
2019
Q2 | $224K | Buy |
4,011
+5
| +0.1% | +$279 | 0.1% | 133 |
|
|
2019
Q1 | $240K | Sell |
4,006
-90
| -2% | -$5.39K | 0.11% | 127 |
|
|
2018
Q4 | $242K | Buy |
4,096
+2,222
| +119% | +$131K | 0.12% | 120 |
|
|
2018
Q3 | $150K | Hold |
1,874
| – | – | 0.06% | 175 |
|
|
2018
Q2 | $131K | Sell |
1,874
-900
| -32% | -$62.9K | 0.06% | 189 |
|
|
2018
Q1 | $203K | Sell |
2,774
-690
| -20% | -$50.5K | 0.09% | 142 |
|
|
2017
Q4 | $229K | Buy |
3,464
+53
| +2% | +$3.5K | 0.1% | 144 |
|
|
2017
Q3 | $191K | Hold |
3,411
| – | – | 0.09% | 144 |
|
|
2017
Q2 | $178K | Sell |
3,411
-755
| -18% | -$39.4K | 0.09% | 146 |
|
|
2017
Q1 | $211K | Hold |
4,166
| – | – | 0.11% | 128 |
|
|
2016
Q4 | $210K | Hold |
4,166
| – | – | 0.11% | 134 |
|
|
2016
Q3 | $169K | Sell |
4,166
-486
| -10% | -$19.7K | 0.09% | 145 |
|
|
2016
Q2 | $177K | Sell |
4,652
-140
| -3% | -$5.33K | 0.1% | 135 |
|
|
2016
Q1 | $178K | Buy |
4,792
+645
| +16% | +$24K | 0.1% | 138 |
|
|
2015
Q4 | $215K | Sell |
4,147
-9,599
| -70% | -$498K | 0.12% | 128 |
|
|
2015
Q3 | $637K | Buy |
13,746
+2,220
| +19% | +$103K | 0.38% | 62 |
|
|
2015
Q2 | $603K | Buy |
11,526
+6,253
| +119% | +$327K | 0.35% | 65 |
|
|
2015
Q1 | $540K | Hold |
5,273
| – | – | 0.34% | 65 |
|
|
2014
Q4 | $476K | Buy |
5,273
+4,955
| +1,558% | +$447K | 0.29% | 70 |
|
|
2014
Q3 | $27K | Hold |
318
| – | – | 0.02% | 299 |
|
|
2014
Q2 | $25K | Hold |
318
| – | – | 0.02% | 321 |
|
|
2014
Q1 | $28K | Hold |
318
| – | – | 0.02% | 289 |
|
|
2013
Q4 | $29K | Hold |
318
| – | – | 0.02% | 309 |
|
|
2013
Q3 | $20K | Hold |
318
| – | – | 0.02% | 295 |
|
|
2013
Q2 | $23K | Buy |
+318
| New | +$23K | 0.02% | 291 |
|