Institute for Wealth Management, LLC.

Position in MPC — Marathon Petroleum Corp

CIK 1533954 DENVER, CO

Position in MPC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,928,699

+$97,921 QoQ

Shares Held

11,455

-1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#524

of 1,926 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $5,221,053 across 5 Oil & Gas Refining & Marketing names. MPC ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp This page	11,455	$2,928,699
2	VLO	Valero Energy Corp/Tx	4,417	$1,150,363
3	PSX	Phillips 66	6,553	$1,107,784
4	PBF	PBF Energy Inc.	750	$34,140
5	SUN	Sunoco LP	1	$67

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,928,699	11,455	-1.2%	Shares	Sole	2026-07-28
2026-03-31	$2,830,778	11,593	-1.7%	Shares	Sole	2026-05-14
2025-12-31	$1,917,570	11,791	-2.6%	Shares	Sole	2026-01-27
2025-09-30	$2,333,695	12,108	-0.5%	Shares	Sole	2025-10-17
2025-06-30	$2,020,894	12,166	+0.0%	Shares	Sole	2025-07-18
2025-03-31	$1,772,318	12,165	0.0%	Shares	Sole	2025-04-21
2024-12-31	$1,697,017	12,165	-2.1%	Shares	Sole	2025-01-23
2024-09-30	$2,024,971	12,430	-0.7%	Shares	Sole	2024-11-12
2024-06-30	$2,171,796	12,519	+2.6%	Shares	Sole	2024-07-25
2024-03-31	$2,458,300	12,200	+0.3%	Shares	Sole	2024-04-30
2023-12-31	$1,804,354	12,162	0.0%	Shares	Sole	2024-01-31
2023-09-30	$1,840,597	12,162	-0.4%	Shares	Sole	2023-10-13
2023-06-30	$1,423,219	12,206	0.0%	Shares	Sole	2023-07-25
2023-03-31	$1,645,734	12,206	-0.6%	Shares	Sole	2023-04-20
2022-12-31	$1,429,501	12,282	-0.5%	Shares	Sole	2023-02-02
2022-09-30	$1,226,526	12,348	-0.1%	Shares	Sole	2022-10-18
2022-06-30	$1,015,868	12,357	-0.3%	Shares	Sole	2022-07-25
2022-03-31	$1,060,200	12,400	-1.3%	Shares	Sole	2022-04-29
2021-12-31	$803,714	12,560	-0.5%	Shares	Sole	2022-01-21
2021-09-30	$780,413	12,626	0.0%	Shares	Sole	2021-11-15
2021-06-30	$762,862	12,626	0.0%	Shares	Sole	2021-07-21
2021-03-31	$675,364	12,626	-7.0%	Shares	Sole	2021-05-04
2020-12-31	$561,503	13,576	-4.4%	Shares	Sole	2021-02-01
2020-09-30	$416,862	14,208	-3.0%	Shares	Sole	2020-11-03
2020-06-30	$547,467	14,646	-6.2%	Shares	Sole	2020-07-30
2020-03-31	$368,637	15,607	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.