MISSION WEALTH MANAGEMENT, LP

Position in MPC — Marathon Petroleum Corp

CIK 1645382 Santa Barbara, CA

Position in MPC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,063,768

+$1,208,894 QoQ

Shares Held

8,072

+130.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#634

of 1,924 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $5,784,043 across 3 Oil & Gas Refining & Marketing names. MPC ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	15,142	$2,559,755
2	MPC	Marathon Petroleum Corp This page	8,072	$2,063,768
3	VLO	Valero Energy Corp/Tx	4,456	$1,160,520

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,063,768	8,072	+130.6%	Shares	Sole	2026-07-20
2026-03-31	$854,874	3,501	-27.9%	Shares	Sole	2026-05-15
2025-12-31	$789,731	4,856	-45.2%	Shares	Sole	2026-02-05
2025-09-30	$1,707,869	8,861	+0.0%	Shares	Sole	2025-11-04
2025-06-30	$1,471,734	8,860	-10.3%	Shares	Sole	2025-08-05
2025-03-31	$1,438,397	9,873	0.0%	Shares	Sole	2025-04-17
2024-12-31	$1,377,283	9,873	-0.5%	Shares	Sole	2025-02-06
2024-09-30	$1,616,230	9,921	+0.2%	Shares	Sole	2024-10-31
2024-06-30	$1,717,105	9,898	+8.5%	Shares	Sole	2024-08-05
2024-03-31	$1,838,889	9,126	+4.2%	Shares	Sole	2024-04-30
2023-12-31	$1,299,040	8,756	+0.8%	Shares	Sole	2024-02-05
2023-09-30	$1,314,993	8,689	-0.6%	Shares	Sole	2023-10-24
2023-06-30	$1,019,433	8,743	+3.7%	Shares	Sole	2023-08-04
2023-03-31	$1,137,021	8,433	+0.2%	Shares	Sole	2023-04-07
2022-12-31	$979,538	8,416	+3.2%	Shares	Sole	2023-02-02
2022-09-30	$809,837	8,153	+1.2%	Shares	Sole	2022-10-12
2022-06-30	$662,201	8,055	-4.8%	Shares	Sole	2022-07-27
2022-03-31	$723,757	8,465	+89.4%	Shares	Sole	2022-04-25
2021-12-31	$285,971	4,469	+2.3%	Shares	Sole	2022-02-11
2021-09-30	$270,109	4,370	-12.8%	Shares	Sole	2021-11-05
2021-06-30	$302,825	5,012	-7.2%	Shares	Sole	2021-08-10
2021-03-31	$288,739	5,398	-0.4%	Shares	Sole	2021-05-10
2020-12-31	$224,253	5,422	-19.7%	Shares	Sole	2021-01-19
2020-06-30	$252,501	6,755	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.