Valeo Financial Advisors’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
8,692
+516
| +6% | +$85.7K | 0.04% | 211 |
|
|
2025
Q1 | $1.19M | Sell |
8,176
-1,223
| -13% | -$178K | 0.03% | 226 |
|
|
2024
Q4 | $1.31M | Buy |
9,399
+292
| +3% | +$40.7K | 0.04% | 199 |
|
|
2024
Q3 | $1.48M | Buy |
9,107
+762
| +9% | +$124K | 0.04% | 193 |
|
|
2024
Q2 | $1.45M | Buy |
8,345
+306
| +4% | +$53.1K | 0.05% | 188 |
|
|
2024
Q1 | $1.6M | Buy |
8,039
+5
| +0.1% | +$996 | 0.06% | 166 |
|
|
2023
Q4 | $1.19M | Buy |
8,034
+879
| +12% | +$130K | 0.05% | 199 |
|
|
2023
Q3 | $1.08M | Buy |
7,155
+213
| +3% | +$32.2K | 0.05% | 193 |
|
|
2023
Q2 | $809K | Buy |
6,942
+352
| +5% | +$41K | 0.04% | 234 |
|
|
2023
Q1 | $889K | Buy |
6,590
+52
| +0.8% | +$7.01K | 0.04% | 230 |
|
|
2022
Q4 | $761K | Buy |
6,538
+675
| +12% | +$78.6K | 0.04% | 221 |
|
|
2022
Q3 | $582K | Buy |
5,863
+175
| +3% | +$17.4K | 0.04% | 234 |
|
|
2022
Q2 | $468K | Sell |
5,688
-1,508
| -21% | -$124K | 0.03% | 262 |
|
|
2022
Q1 | $615K | Buy |
7,196
+1,917
| +36% | +$164K | 0.03% | 272 |
|
|
2021
Q4 | $338K | Sell |
5,279
-803
| -13% | -$51.4K | 0.02% | 374 |
|
|
2021
Q3 | $376K | Sell |
6,082
-201
| -3% | -$12.4K | 0.02% | 340 |
|
|
2021
Q2 | $380K | Sell |
6,283
-1,459
| -19% | -$88.2K | 0.02% | 295 |
|
|
2021
Q1 | $414K | Sell |
7,742
-240
| -3% | -$12.8K | 0.02% | 288 |
|
|
2020
Q4 | $330K | Sell |
7,982
-3,316
| -29% | -$137K | 0.02% | 306 |
|
|
2020
Q3 | $331K | Sell |
11,298
-2,148
| -16% | -$62.9K | 0.03% | 235 |
|
|
2020
Q2 | $503K | Sell |
13,446
-5,964
| -31% | -$223K | 0.05% | 180 |
|
|
2020
Q1 | $496K | Sell |
19,410
-3,544
| -15% | -$90.6K | 0.05% | 171 |
|
|
2019
Q4 | $1.38M | Buy |
22,954
+2,145
| +10% | +$129K | 0.13% | 103 |
|
|
2019
Q3 | $1.26M | Buy |
20,809
+1,386
| +7% | +$84.2K | 0.14% | 100 |
|
|
2019
Q2 | $1.09M | Buy |
19,423
+1,305
| +7% | +$72.9K | 0.12% | 123 |
|
|
2019
Q1 | $1.08M | Buy |
18,118
+14,855
| +455% | +$889K | 0.13% | 120 |
|
|
2018
Q4 | $193K | Sell |
3,263
-591
| -15% | -$35K | 0.03% | 262 |
|
|
2018
Q3 | $271K | Sell |
3,854
-8
| -0.2% | -$563 | 0.04% | 232 |
|
|
2018
Q2 | $309K | Sell |
3,862
-593
| -13% | -$47.4K | 0.04% | 220 |
|
|
2018
Q1 | $326K | Buy |
4,455
+1,335
| +43% | +$97.7K | 0.05% | 200 |
|
|
2017
Q4 | $206K | Buy |
3,120
+1,900
| +156% | +$125K | 0.03% | 240 |
|
|
2017
Q3 | $68K | Buy |
+1,220
| New | +$68K | 0.02% | 352 |
|