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