Position in MPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,766,849
+$518,693 QoQ
Shares Held
10,822
+17.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#546
of 1,924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $35,524,812 across 5 Oil & Gas Refining & Marketing names. MPC ranks #2 (7.8% of the industry book) .
All Filings in MPC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,766,849 | 10,822 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,248,156 | 9,207 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,507,899 | 9,272 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,922,573 | 9,975 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,776,373 | 10,694 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,770,417 | 12,152 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $3,441,741 | 24,672 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,290,824 | 32,477 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,719,693 | 27,206 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,924,121 | 9,549 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,893,452 | 39,724 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $8,764,704 | 57,914 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $7,631,470 | 65,450 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $26,198,412 | 194,307 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $22,015,401 | 189,152 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $16,348,625 | 164,589 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,163,602 | 26,318 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,425,231 | 63,453 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,255,263 | 35,244 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,224,394 | 19,809 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,115,594 | 18,464 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,194,913 | 22,339 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $712,467 | 17,226 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $630,956 | 21,505 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $876,299 | 23,443 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $484,280 | 20,503 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||