Position in MPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$723,034
+$32,493 QoQ
Shares Held
2,828
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#971
of 1,922 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Evercore Wealth Management, LLC holds $2,953,094 across 3 Oil & Gas Refining & Marketing names. MPC ranks #2 (24.5% of the industry book) .
All Filings in MPC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $723,034 | 2,828 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $690,541 | 2,828 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $465,934 | 2,865 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $552,200 | 2,865 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $475,905 | 2,865 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $417,401 | 2,865 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $399,667 | 2,865 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $466,737 | 2,865 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $826,632 | 4,765 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,020,597 | 5,065 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $751,443 | 5,065 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $745,803 | 4,928 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $574,604 | 4,928 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $664,442 | 4,928 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $599,874 | 5,154 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $501,715 | 5,051 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $415,242 | 5,051 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $431,860 | 5,051 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $323,213 | 5,051 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $312,202 | 5,051 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $305,181 | 5,051 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $273,119 | 5,106 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $275,498 | 6,661 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||