TCWA
Turtle Creek Wealth Advisors’s Marathon Petroleum MPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-16,962
| Closed | -$2.37M | – | 121 |
|
2024
Q4 | $2.37M | Sell |
16,962
-12,558
| -43% | -$1.75M | 0.55% | 45 |
|
2024
Q3 | $4.81M | Buy |
29,520
+825
| +3% | +$134K | 0.96% | 39 |
|
2024
Q2 | $4.98M | Buy |
28,695
+5,160
| +22% | +$895K | 1.15% | 28 |
|
2024
Q1 | $4.74M | Buy |
23,535
+4,106
| +21% | +$827K | 1.16% | 25 |
|
2023
Q4 | $2.88M | Buy |
+19,429
| New | +$2.88M | 0.85% | 40 |
|