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