Position in MPC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$590,671
+$492,667 QoQ
Shares Held
2,419
+310.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026GeoWealth Management, LLC holds $3,202,254 across 5 Oil & Gas Refining & Marketing names. MPC ranks #2 (18.4% of the industry book) .
All Filings in MPC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $590,671 | 2,419 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $98,004 | 590 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $83,188 | 571 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $292,671 | 2,098 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $376,973 | 2,314 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $589,311 | 3,397 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $579,917 | 2,878 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $760,345 | 5,125 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $161,025 | 1,064 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $115,667 | 992 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $137,121 | 1,017 | Shares | Other | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||