Position in MPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,634,455
+$1,077,568 QoQ
Shares Held
22,038
+18.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#380
of 1,926 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $70,553,521 across 6 Oil & Gas Refining & Marketing names. MPC ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
229,679 | $59,817,598 | |
| 2 | MPC |
Marathon Petroleum Corp
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|
22,038 | $5,634,455 | |
| 3 | PSX |
Phillips 66
|
22,857 | $3,863,975 | |
| 4 | SUN |
Sunoco LP
|
11,540 | $778,950 | |
| 5 | PARR |
Par Pacific Holdings, Inc.
|
7,235 | $405,738 | |
| 6 | UGP |
Ultrapar Holdings Inc
|
10,519 | $52,805 |
All Filings in MPC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,634,455 | 22,038 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,556,887 | 18,662 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,258,454 | 20,036 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $5,555,715 | 33,446 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,022,484 | 20,746 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,973,303 | 21,314 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,123,147 | 19,171 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,712,706 | 15,637 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,075,696 | 15,264 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,278,809 | 15,360 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $2,584,735 | 17,079 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $282,288 | 2,421 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,493,310 | 25,909 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,729,439 | 14,859 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $1,500,975 | 15,111 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $595,611 | 7,245 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $599,526 | 7,012 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $444,538 | 6,947 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $269,120 | 4,354 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $243,734 | 4,034 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $212,890 | 3,980 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $336,174 | 8,128 | Shares | Sole | 2021-02-18 | |
| 2020-03-31 | $1,007,581 | 42,658 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||