Position in MPC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,388,781
+$9,537,259 QoQ
Shares Held
95,785
+12.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 62.299244892483415.ToString("F0")%
Shared 0.ToString("F0")%
None 37.70075510751658.ToString("F0")%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Focus Partners Wealth holds $194,988,790 across 8 Oil & Gas Refining & Marketing names. MPC ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
538,005 | $98,013,750 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
222,521 | $54,980,488 | |
| 3 | MPC |
Marathon Petroleum Corp
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|
95,785 | $23,388,781 | |
| 4 | DINO |
HF Sinclair Corp
|
262,542 | $16,379,995 | |
| 5 | SUN |
Sunoco LP
|
16,813 | $1,092,340 | |
| 6 | PBF |
PBF Energy Inc.
|
12,244 | $583,059 | |
| 7 | IEP |
Icahn Enterprises L.P.
|
41,893 | $316,292 | |
| 8 | PARR |
Par Pacific Holdings, Inc.
|
3,737 | $234,085 |
All Filings in MPC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,388,781 | 95,785 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,851,522 | 85,172 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,068,674 | 41,863 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,323,143 | 38,066 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,386,321 | 43,835 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $6,026,121 | 43,198 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $4,399,384 | 27,005 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,076,892 | 29,265 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,782,066 | 8,844 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $667,768 | 4,501 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||