Heritage Wealth Advisors

Position in MPC — Marathon Petroleum Corp

CIK 1591122 RICHMOND, VA

Position in MPC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,301

+$104 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,892

of 1,926 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Heritage Wealth Advisors holds $173,678 across 3 Oil & Gas Refining & Marketing names. MPC ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	573	$149,232
2	PSX	Phillips 66	131	$22,145
3	MPC	Marathon Petroleum Corp This page	9	$2,301

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,301	9	0.0%	Shares	Sole	2026-08-14
2026-03-31	$2,197	9	-88.8%	Shares	Sole	2026-05-14
2021-09-30	$4,944	80	0.0%	Shares	Sole	2021-11-02
2021-06-30	$4,833	80	-94.9%	Shares	Sole	2021-08-09
2021-03-31	$83,658	1,564	0.0%	Shares	Sole	2021-04-27
2020-12-31	$64,687	1,564	+1740.0%	Shares	Sole	2021-02-01
2020-09-30	$2,493	85	+150.0%	Shares	Sole	2020-11-03
2020-03-31	$803	34	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.