Wealthspire Advisors (New York)’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 | $841K | Sell |
5,065
-1,208
| -19% | -$201K | ﹤0.01% | 423 |
|
2025
Q1 | $914K | Sell |
6,273
-665
| -10% | -$96.9K | 0.01% | 392 |
|
2024
Q4 | $968K | Buy |
6,938
+344
| +5% | +$48K | 0.01% | 376 |
|
2024
Q3 | $1.07M | Sell |
6,594
-1,589
| -19% | -$259K | 0.01% | 363 |
|
2024
Q2 | $1.42M | Sell |
8,183
-475
| -5% | -$82.4K | 0.02% | 255 |
|
2024
Q1 | $1.74M | Sell |
8,658
-612
| -7% | -$123K | 0.02% | 223 |
|
2023
Q4 | $1.38M | Buy |
9,270
+702
| +8% | +$104K | 0.02% | 257 |
|
2023
Q3 | $1.3M | Buy |
8,568
+6,025
| +237% | +$912K | 0.02% | 237 |
|
2023
Q2 | $297K | Buy |
2,543
+56
| +2% | +$6.53K | ﹤0.01% | 460 |
|
2023
Q1 | $335K | Sell |
2,487
-266
| -10% | -$35.9K | 0.01% | 420 |
|
2022
Q4 | $320K | Buy |
2,753
+476
| +21% | +$55.4K | 0.01% | 444 |
|
2022
Q3 | $226K | Buy |
+2,277
| New | +$226K | ﹤0.01% | 457 |
|
2022
Q1 | – | Sell |
-3,764
| Closed | -$241K | – | 505 |
|
2021
Q4 | $241K | Sell |
3,764
-756
| -17% | -$48.4K | 0.01% | 481 |
|
2021
Q3 | $279K | Buy |
+4,520
| New | +$279K | 0.01% | 476 |
|
2021
Q2 | – | Sell |
-7,627
| Closed | -$408K | – | 553 |
|
2021
Q1 | $408K | Buy |
7,627
+198
| +3% | +$10.6K | 0.01% | 451 |
|
2020
Q4 | $307K | Buy |
+7,429
| New | +$307K | 0.01% | 432 |
|
2020
Q2 | – | Sell |
-8,745
| Closed | -$207K | – | 438 |
|
2020
Q1 | $207K | Buy |
+8,745
| New | +$207K | 0.01% | 485 |
|
2019
Q1 | – | Sell |
-598
| Closed | -$35K | – | 517 |
|
2018
Q4 | $35K | Buy |
+598
| New | +$35K | ﹤0.01% | 233 |
|