WA
Waverly Advisors’s Marathon Petroleum MPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
21,048
+192
| +0.9% | +$31.9K | 0.04% | 378 |
|
|
2025
Q1 | $3.04M | Buy |
20,856
+821
| +4% | +$120K | 0.04% | 393 |
|
|
2024
Q4 | $2.79M | Buy |
20,035
+15,723
| +365% | +$2.19M | 0.04% | 320 |
|
|
2024
Q3 | $702K | Buy |
4,312
+1,003
| +30% | +$163K | 0.01% | 513 |
|
|
2024
Q2 | $574K | Buy |
3,309
+42
| +1% | +$7.29K | 0.01% | 546 |
|
|
2024
Q1 | $658K | Sell |
3,267
-414
| -11% | -$83.4K | 0.02% | 428 |
|
|
2023
Q4 | $546K | Buy |
3,681
+1,956
| +113% | +$290K | 0.02% | 286 |
|
|
2023
Q3 | $261K | Buy |
+1,725
| New | +$261K | 0.01% | 346 |
|
|
2018
Q4 | – | Sell |
-11,532
| Closed | -$922K | – | 176 |
|
|
2018
Q3 | $922K | Hold |
11,532
| – | – | 0.14% | 87 |
|
|
2018
Q2 | $809K | Hold |
11,532
| – | – | 0.13% | 92 |
|
|
2018
Q1 | $843K | Sell |
11,532
-791
| -6% | -$57.8K | 0.14% | 90 |
|
|
2017
Q4 | $813K | Hold |
12,323
| – | – | 0.12% | 118 |
|
|
2017
Q3 | $691K | Sell |
12,323
-30
| -0.2% | -$1.68K | 0.15% | 118 |
|
|
2017
Q2 | $646K | Buy |
12,353
+40
| +0.3% | +$2.09K | 0.16% | 115 |
|
|
2017
Q1 | $622K | Buy |
+12,313
| New | +$622K | 0.16% | 116 |
|
|
2015
Q4 | – | Sell |
-1,258
| Closed | -$58K | – | 294 |
|
|
2015
Q3 | $58K | Buy |
1,258
+628
| +100% | +$29K | 0.04% | 115 |
|
|
2015
Q2 | $33K | Buy |
+630
| New | +$33K | 0.02% | 176 |
|
|
2014
Q1 | – | Sell |
-251
| Closed | -$23K | – | 788 |
|
|
2013
Q4 | $23K | Hold |
251
| – | – | 0.01% | 438 |
|
|
2013
Q3 | $16K | Buy |
+251
| New | +$16K | 0.01% | 387 |
|