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TruWealth Advisors’s Marathon Petroleum MPC Stock Holding History

TruWealth Advisors’s Portfolio MPC Stock Details MPC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-75,196
Closed -$12.3M – 169
2024
Q3 		$12.3M Buy
75,196
+2,498
+3% +$407K 0.75% 38
2024
Q2 		$12.6M Buy
72,698
+3,305
+5% +$573K 0.84% 34
2024
Q1 		$14M Buy
+69,393
New +$14M 0.98% 32