Williams Jones Wealth Management’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 | $1.72M | Buy |
10,339
+416
| +4% | +$69.1K | 0.02% | 204 |
|
2025
Q1 | $1.45M | Sell |
9,923
-350
| -3% | -$51K | 0.02% | 208 |
|
2024
Q4 | $1.43M | Sell |
10,273
-825
| -7% | -$115K | 0.02% | 213 |
|
2024
Q3 | $1.81M | Buy |
11,098
+1,000
| +10% | +$163K | 0.02% | 205 |
|
2024
Q2 | $1.75M | Sell |
10,098
-4,375
| -30% | -$759K | 0.02% | 204 |
|
2024
Q1 | $2.92M | Sell |
14,473
-480
| -3% | -$96.7K | 0.04% | 161 |
|
2023
Q4 | $2.22M | Sell |
14,953
-200
| -1% | -$29.7K | 0.03% | 186 |
|
2023
Q3 | $2.29M | Sell |
15,153
-963
| -6% | -$146K | 0.04% | 181 |
|
2023
Q2 | $1.88M | Sell |
16,116
-11,918
| -43% | -$1.39M | 0.03% | 201 |
|
2023
Q1 | $3.78M | Buy |
28,034
+1,749
| +7% | +$236K | 0.06% | 150 |
|
2022
Q4 | $3.06M | Sell |
26,285
-5,601
| -18% | -$652K | 0.05% | 165 |
|
2022
Q3 | $3.17M | Sell |
31,886
-2,561
| -7% | -$254K | 0.06% | 159 |
|
2022
Q2 | $2.83M | Buy |
34,447
+3,417
| +11% | +$281K | 0.05% | 178 |
|
2022
Q1 | $2.65M | Sell |
31,030
-701
| -2% | -$59.9K | 0.04% | 179 |
|
2021
Q4 | $2.03M | Buy |
31,731
+2,435
| +8% | +$156K | 0.03% | 201 |
|
2021
Q3 | $1.81M | Sell |
29,296
-372
| -1% | -$23K | 0.03% | 202 |
|
2021
Q2 | $1.79M | Buy |
29,668
+10,202
| +52% | +$617K | 0.03% | 204 |
|
2021
Q1 | $1.04M | Buy |
19,466
+6,819
| +54% | +$365K | 0.02% | 243 |
|
2020
Q4 | $523K | Buy |
+12,647
| New | +$523K | 0.01% | 282 |
|
2020
Q1 | – | Sell |
-39,280
| Closed | -$2.37M | – | 418 |
|
2019
Q4 | $2.37M | Sell |
39,280
-11,055
| -22% | -$666K | 0.05% | 156 |
|
2019
Q3 | $3.06M | Buy |
+50,335
| New | +$3.06M | 0.06% | 144 |
|