Position in MPC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,333,063
+$645,697 QoQ
Shares Held
5,214
+85.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#765
of 1,926 holders
Holding Since
Sep 2021
6 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, 2026Synergy Asset Management, LLC holds $2,632,658 across 2 Oil & Gas Refining & Marketing names. MPC ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
This page
|
5,214 | $1,333,063 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
4,990 | $1,299,595 |
All Filings in MPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,333,063 | 5,214 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $687,366 | 2,815 | Shares | Sole | 2026-05-13 | |
| 2024-12-31 | $3,348 | 24 | Shares | Sole | 2025-01-23 | |
| 2022-09-30 | $1,123,223 | 11,308 | Shares | Sole | 2022-11-09 | |
| 2021-12-31 | $308,559 | 4,822 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $262,073 | 4,240 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||