Waldron Private Wealth’s Marathon Petroleum MPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,183
| Closed | -$584K | – | 376 |
|
|
2024
Q4 | $584K | Buy |
4,183
+95
| +2% | +$13.3K | 0.02% | 236 |
|
|
2024
Q3 | $666K | Sell |
4,088
-127
| -3% | -$20.7K | 0.03% | 216 |
|
|
2024
Q2 | $731K | Sell |
4,215
-63
| -1% | -$10.9K | 0.03% | 183 |
|
|
2024
Q1 | $862K | Sell |
4,278
-1,910
| -31% | -$385K | 0.04% | 180 |
|
|
2023
Q4 | $918K | Buy |
6,188
+2,909
| +89% | +$432K | 0.04% | 159 |
|
|
2023
Q3 | $496K | Buy |
3,279
+67
| +2% | +$10.1K | 0.03% | 231 |
|
|
2023
Q2 | $375K | Sell |
3,212
-379
| -11% | -$44.2K | 0.02% | 263 |
|
|
2023
Q1 | $484K | Buy |
3,591
+394
| +12% | +$53.1K | 0.02% | 259 |
|
|
2022
Q4 | $317K | Hold |
3,197
| – | – | 0.02% | 297 |
|
|
2022
Q3 | $317K | Buy |
3,197
+33
| +1% | +$3.27K | 0.02% | 297 |
|
|
2022
Q2 | $260K | Sell |
3,164
-67
| -2% | -$5.51K | 0.01% | 324 |
|
|
2022
Q1 | $276K | Buy |
+3,231
| New | +$276K | 0.01% | 334 |
|