Position in MPC
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,298,302
+$392,130 QoQ
Shares Held
5,317
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026SVB WEALTH LLC holds $365,822 across 1 Oil & Gas Refining & Marketing name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
2,164 | $365,822 |
All Filings in MPC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,298,302 | 5,317 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $906,172 | 5,572 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,120,395 | 5,813 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,056,955 | 6,363 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,453,111 | 9,974 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,266,241 | 9,077 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $1,607,118 | 9,264 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,168,542 | 10,762 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,670,533 | 11,260 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,566,368 | 10,350 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,423,918 | 12,212 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,733,913 | 12,860 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,739,331 | 14,944 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,450,713 | 14,605 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $696,893 | 8,477 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $621,927 | 7,274 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $460,599 | 7,198 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $489,782 | 7,924 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $428,981 | 7,100 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $332,225 | 6,211 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $235,296 | 5,689 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $322,210 | 10,982 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $244,764 | 6,548 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||