Annex Advisory Services, LLC

Position in MPC — Marathon Petroleum Corp

CIK 1542287 BROOKFIELD, WI

Position in MPC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$505,459

+$20,518 QoQ

Shares Held

1,977

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,119

of 1,922 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Annex Advisory Services, LLC holds $8,974,821 across 3 Oil & Gas Refining & Marketing names. MPC ranks #2 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	30,652	$7,983,006
2	MPC	Marathon Petroleum Corp This page	1,977	$505,459
3	PSX	Phillips 66	2,877	$486,356

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$505,459	1,977	-0.5%	Shares	Sole	2026-07-10
2026-03-31	$484,941	1,986	+1.1%	Shares	Sole	2026-04-16
2025-12-31	$319,567	1,965	+44.0%	Shares	Sole	2026-01-26
2025-09-30	$263,090	1,365	+0.2%	Shares	Sole	2025-10-17
2025-06-30	$226,241	1,362	-4.4%	Shares	Sole	2025-07-11
2025-03-31	$207,462	1,424	-3.0%	Shares	Sole	2025-04-11
2024-12-31	$204,786	1,468	0.0%	Shares	Sole	2025-01-16
2024-09-30	$239,151	1,468	-2.0%	Shares	Sole	2024-10-10
2024-06-30	$259,873	1,498	+2.0%	Shares	Sole	2024-07-12
2024-03-31	$295,802	1,468	-5.5%	Shares	Sole	2024-04-12
2023-12-31	$230,403	1,553	-21.3%	Shares	Sole	2024-02-13
2023-09-30	$298,593	1,973	+5.2%	Shares	Sole	2023-11-01
2023-06-30	$218,741	1,876	0.0%	Shares	Sole	2023-07-24
2023-03-31	$252,941	1,876	-1.4%	Shares	Sole	2023-04-27
2022-12-31	$221,373	1,902	-72.5%	Shares	Sole	2023-01-30
2022-09-30	$687,264	6,919	+52.4%	Shares	Sole	2022-10-24
2022-06-30	$373,315	4,541	-3.5%	Shares	Sole	2022-07-27
2022-03-31	$402,363	4,706	+28.3%	Shares	Sole	2022-04-13
2021-12-31	$234,715	3,668	+10.3%	Shares	Sole	2022-01-31
2021-09-30	$205,518	3,325	—	Shares	Sole	2021-10-18
No filing history on record for this holder in this stock.