Modera Wealth Management, LLC

Position in MPC — Marathon Petroleum Corp

CIK 1542143 WESTWOOD, NJ

Position in MPC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$478,102

+$21,730 QoQ

Shares Held

1,870

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,153

of 1,926 holders

Holding Since

Dec 2021

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Modera Wealth Management, LLC holds $1,429,927 across 3 Oil & Gas Refining & Marketing names. MPC ranks #2 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	4,210	$711,700
2	MPC	Marathon Petroleum Corp This page	1,870	$478,102
3	VLO	Valero Energy Corp/Tx	922	$240,125

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,102	1,870	+0.1%	Shares	Sole	2026-08-03
2026-03-31	$456,372	1,869	+18.3%	Shares	Sole	2026-05-06
2025-12-31	$256,955	1,580	-72.3%	Shares	Sole	2026-01-21
2021-12-31	$365,062	5,705	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.