TCM
Thomist Capital Management’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-44,000
| Closed | -$6.34M | – | 49 |
|
|
2025
Q1 | $6.34M | Buy |
+44,000
| New | +$6.34M | 2.5% | 16 |
|
|
2024
Q3 | – | Sell |
-215,618
| Closed | -$35.7M | – | 33 |
|
|
2024
Q2 | $35.7M | Buy |
215,618
+109,822
| +104% | +$18.2M | 12.75% | 3 |
|
|
2024
Q1 | $21.3M | Buy |
105,796
+75,177
| +246% | +$15.1M | 8.76% | 3 |
|
|
2023
Q4 | $4.5M | Sell |
30,619
-62,108
| -67% | -$9.12M | 1.99% | 19 |
|
|
2023
Q3 | $14M | Sell |
92,727
-23,261
| -20% | -$3.52M | 8.71% | 4 |
|
|
2023
Q2 | $13.5M | Buy |
+115,988
| New | +$13.5M | 8.46% | 5 |
|
|
2023
Q1 | – | Sell |
-202,555
| Closed | -$23.6M | – | 31 |
|
|
2022
Q4 | $23.6M | Buy |
202,555
+96,753
| +91% | +$11.3M | 11.61% | 1 |
|
|
2022
Q3 | $10.5M | Buy |
105,802
+55,802
| +112% | +$5.54M | 7.85% | 4 |
|
|
2022
Q2 | $4.11M | Sell |
50,000
-68,799
| -58% | -$5.66M | 2.87% | 10 |
|
|
2022
Q1 | $10.2M | Buy |
+118,799
| New | +$10.2M | 5.39% | 4 |
|