Venturi Wealth Management, LLC

Position in MPC — Marathon Petroleum Corp

CIK 1666363 AUSTIN, TX

Position in MPC

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$221,226

-$34,915 QoQ

Shares Held

906

-42.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 12% Shared 88% None 0%

Energy · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $1,521,519 across 2 Oil & Gas Refining & Marketing names.

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66	4,944	$835,782
2	VLO	Valero Energy Corp/Tx	2,633	$685,737

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$221,226	906	-42.5%	Shares	Other	2026-04-21
2025-12-31	$256,141	1,575	-35.4%	Shares	Sole	2026-01-22
2025-09-30	$470,091	2,439	-1.5%	Shares	Sole	2025-10-23
2025-06-30	$411,287	2,476	+5.6%	Shares	Other	2025-07-23
2025-03-31	$341,496	2,344	+7.4%	Shares	Sole	2025-05-06
2024-12-31	$304,528	2,183	-15.6%	Shares	Sole	2025-01-31
2024-09-30	$421,122	2,585	-64.2%	Shares	Sole	2024-11-04
2024-06-30	$1,253,219	7,224	-10.7%	Shares	Sole	2024-07-19
2024-03-31	$1,630,537	8,092	+237.3%	Shares	Sole	2024-04-23
2023-12-31	$355,914	2,399	+6.2%	Shares	Sole	2024-01-23
2023-09-30	$341,876	2,259	-50.3%	Shares	Sole	2023-11-02
2023-06-30	$530,296	4,548	+299.3%	Shares	Sole	2023-07-24
2023-03-31	$153,571	1,139	-91.8%	Shares	Sole	2023-05-02
2022-06-30	$1,147,076	13,953	+2.3%	Shares	Sole	2022-08-12
2022-03-31	$1,166,220	13,640	-6.4%	Shares	Sole	2022-05-13
2021-12-31	$932,462	14,572	-5.3%	Shares	Sole	2022-02-08
2021-09-30	$951,194	15,389	-6.3%	Shares	Sole	2021-11-10
2021-06-30	$992,458	16,426	+6.0%	Shares	Sole	2021-08-02
2021-03-31	$829,095	15,500	-4.2%	Shares	Sole	2021-04-22
2020-12-31	$668,998	16,175	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.