Position in MPC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$43,930,423
+$15,711,680 QoQ
Shares Held
179,910
+3.7% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.49747095770107275.ToString("F0")%
Shared 0.ToString("F0")%
None 99.50252904229893.ToString("F0")%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Derivatives in MPC
reported options exposure · as of Jun 30, 2022CallValue
$0
CallShares
0
PutValue
$1,126,277
PutShares
13,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Creative Planning holds $153,589,330 across 12 Oil & Gas Refining & Marketing names. MPC ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
307,033 | $55,935,271 | |
| 2 | MPC |
Marathon Petroleum Corp
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|
179,910 | $43,930,423 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
119,745 | $29,586,594 | |
| 4 | DINO |
HF Sinclair Corp
|
112,504 | $7,019,124 | |
| 5 | PBF |
PBF Energy Inc.
|
118,718 | $5,653,351 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
68,960 | $4,319,654 | |
| 7 | SUN |
Sunoco LP
|
36,334 | $2,360,619 | |
| 8 | DK |
Delek US Holdings, Inc.
|
46,619 | $2,101,118 |
All Filings in MPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,930,423 | 179,910 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $28,218,743 | 173,515 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,937,851 | 176,081 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,296,488 | 176,368 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $25,566,845 | 175,488 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,368,685 | 160,349 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $25,564,650 | 156,925 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $27,077,609 | 156,085 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $32,175,318 | 159,679 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $22,025,673 | 148,461 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $21,812,179 | 144,127 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $16,416,463 | 140,793 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $18,843,705 | 139,759 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,722,682 | 143,678 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,539,166 | 116,170 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,225,944 | 160,880 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $1,126,277 | 13,700 | Put | Sole | 2022-08-15 | |
| 2022-03-31 | $7,020,234 | 82,108 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,617,618 | 87,789 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,270,167 | 85,264 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,722,245 | 78,157 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,504,767 | 84,217 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,361,161 | 81,266 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,329,185 | 79,386 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,590,834 | 96,063 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,428,915 | 102,833 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||