Segment Wealth Management, LLC

Position in MPC — Marathon Petroleum Corp

CIK 1575581 HOUSTON, TX

Position in MPC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$23,303,553

+$1,260,692 QoQ

Shares Held

91,147

+1.0% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

#172

of 1,926 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Segment Wealth Management, LLC holds $26,717,439 across 3 Oil & Gas Refining & Marketing names. MPC ranks #1 (87.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp This page	91,147	$23,303,553
2	PSX	Phillips 66	14,180	$2,397,129
3	VLO	Valero Energy Corp/Tx	3,904	$1,016,757

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,303,553	91,147	+1.0%	Shares	Sole	2026-07-16
2026-03-31	$22,042,861	90,273	+1710.5%	Shares	Sole	2026-04-20
2025-12-31	$810,873	4,986	0.0%	Shares	Sole	2026-01-29
2025-09-30	$961,001	4,986	-0.9%	Shares	Sole	2025-10-20
2025-06-30	$835,865	5,032	-12.4%	Shares	Sole	2025-07-21
2025-03-31	$836,697	5,743	+2.4%	Shares	Sole	2025-04-22
2024-12-31	$782,316	5,608	+2.1%	Shares	Sole	2025-01-17
2024-09-30	$894,864	5,493	-14.8%	Shares	Sole	2024-10-22
2024-06-30	$1,118,599	6,448	-9.0%	Shares	Sole	2024-07-23
2024-03-31	$1,427,224	7,083	+1.9%	Shares	Sole	2024-04-24
2023-12-31	$1,031,250	6,951	0.0%	Shares	Sole	2024-01-26
2023-09-30	$1,051,964	6,951	+47.4%	Shares	Sole	2023-10-25
2023-06-30	$549,885	4,716	+13.5%	Shares	Sole	2023-08-22
2023-03-31	$560,353	4,156	0.0%	Shares	Sole	2023-04-20
2022-12-31	$483,716	4,156	0.0%	Shares	Sole	2023-01-13
2022-09-30	$412,815	4,156	-96.8%	Shares	Sole	2022-10-24
2022-06-30	$10,743,613	130,685	+4.5%	Shares	Sole	2022-07-20
2022-03-31	$10,696,221	125,102	-22.5%	Shares	Sole	2022-04-25
2021-12-31	$10,326,066	161,370	+0.3%	Shares	Sole	2022-01-24
2021-09-30	$9,941,767	160,844	+0.9%	Shares	Sole	2021-10-19
2021-06-30	$9,632,821	159,431	+2.0%	Shares	Sole	2021-07-20
2021-03-31	$8,356,689	156,229	+1.8%	Shares	Sole	2021-05-10
2020-12-31	$6,348,511	153,494	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.