PERSONAL CFO SOLUTIONS, LLC

Position in MPC — Marathon Petroleum Corp

CIK 1677501 CHESTER, NJ

Position in MPC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,509,731

+$33,419 QoQ

Shares Held

5,905

-2.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#725

of 1,924 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Energy · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $3,902,753 across 4 Oil & Gas Refining & Marketing names. MPC ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp This page	5,905	$1,509,731
2	VLO	Valero Energy Corp/Tx	5,729	$1,492,060
3	PSX	Phillips 66	3,786	$640,023
4	UGP	Ultrapar Holdings Inc	51,980	$260,939

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,509,731	5,905	-2.3%	Shares	Sole	2026-08-07
2026-03-31	$1,476,312	6,046	+0.9%	Shares	Sole	2026-04-30
2025-12-31	$974,804	5,994	-3.6%	Shares	Defined	2026-01-22
2025-09-30	$1,198,264	6,217	-2.3%	Shares	Defined	2025-11-10
2025-06-30	$1,056,957	6,363	+67.5%	Shares	Defined	2025-08-12
2025-03-31	$553,330	3,798	-32.0%	Shares	Defined	2025-04-30
2024-12-31	$779,107	5,585	-19.1%	Shares	Defined	2025-02-07
2024-09-30	$1,124,241	6,901	-1.2%	Shares	Defined	2024-11-14
2024-06-30	$1,212,278	6,988	-3.5%	Shares	Defined	2024-08-09
2024-03-31	$1,459,464	7,243	-0.9%	Shares	Defined	2024-05-13
2023-12-31	$1,083,918	7,306	+116.2%	Shares	Defined	2024-02-13
2023-09-30	$511,529	3,380	+59.8%	Shares	Defined	2023-11-13
2023-06-30	$246,609	2,115	-40.8%	Shares	Defined	2023-08-10
2023-03-31	$482,017	3,575	+75.1%	Shares	Defined	2023-05-09
2022-12-31	$237,668	2,042	-19.7%	Shares	Defined	2023-02-14
2022-09-30	$252,496	2,542	-2.7%	Shares	Defined	2022-11-01
2022-06-30	$214,814	2,613	-1.2%	Shares	Defined	2022-08-05
2022-03-31	$226,233	2,646	-38.9%	Shares	Defined	2022-05-02
2021-09-30	$267,884	4,334	—	Shares	Defined	2021-11-18
No filing history on record for this holder in this stock.