EverSource Wealth Advisors, LLC
Position in MPC — Marathon Petroleum Corp
CIK 1710537
BIRMINGHAM, AL
Position in MPC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,927,492
-$1,523,986 QoQ
Shares Held
7,539
-46.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#155
of 680 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $6,295,069 across 15 Oil & Gas Refining & Marketing names. MPC ranks #2 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
7,819 | $2,036,374 | |
| 2 | MPC |
Marathon Petroleum Corp
This page
|
7,539 | $1,927,492 | |
| 3 | PSX |
Phillips 66
|
8,851 | $1,496,256 | |
| 4 | DINO |
HF Sinclair Corp
|
5,885 | $409,886 | |
| 5 | PBF |
PBF Energy Inc.
|
2,783 | $126,679 | |
| 6 | CAPL |
CrossAmerica Partners LP
|
3,200 | $71,744 | |
| 7 | SUN |
Sunoco LP
|
1,027 | $69,322 | |
| 8 | WKC |
World Kinect Corp
|
1,788 | $58,893 |
All Filings in MPC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,927,492 | 7,539 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,451,478 | 14,135 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,482,040 | 9,113 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,617,278 | 8,391 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,391,667 | 8,378 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,162,166 | 7,977 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,087,820 | 7,798 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,181,582 | 7,253 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,242,980 | 7,165 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,304,307 | 6,473 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $960,331 | 6,473 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $965,394 | 6,379 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $748,921 | 6,423 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $861,022 | 6,386 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $777,716 | 6,682 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $687,760 | 6,924 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $87,716 | 1,067 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $40,526 | 474 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $54,902 | 858 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||