Position in MPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$399,356
+$17,947 QoQ
Shares Held
1,562
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,243
of 1,926 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Circle Wealth Management, LLC holds $399,356 across 1 Oil & Gas Refining & Marketing name. MPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
This page
|
1,562 | $399,356 |
All Filings in MPC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,356 | 1,562 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $381,409 | 1,562 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $254,028 | 1,562 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $299,132 | 1,552 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $257,802 | 1,552 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $226,110 | 1,552 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $216,504 | 1,552 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $252,836 | 1,552 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $269,240 | 1,552 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $417,709 | 2,073 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $307,550 | 2,073 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $323,262 | 2,136 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||