Position in MPC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$716,668
+$273,014 QoQ
Shares Held
2,935
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026Geneos Wealth Management Inc. holds $9,200,213 across 8 Oil & Gas Refining & Marketing names. MPC ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
20,613 | $5,093,060 | |
| 2 | PSX |
Phillips 66
|
18,367 | $3,346,100 | |
| 3 | MPC |
Marathon Petroleum Corp
This page
|
2,935 | $716,668 | |
| 4 | CAPL |
CrossAmerica Partners LP
|
1,200 | $24,936 | |
| 5 | SUN |
Sunoco LP
|
245 | $15,917 | |
| 6 | DK |
Delek US Holdings, Inc.
|
50 | $2,253 | |
| 7 | DINO |
HF Sinclair Corp
|
12 | $748 | |
| 8 | CSAN |
Cosan S.A.
|
129 | $531 |
All Filings in MPC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $716,668 | 2,935 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $443,654 | 2,728 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $525,794 | 2,728 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $760,119 | 4,576 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $596,600 | 4,095 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $515,452 | 3,695 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $706,051 | 4,334 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $534,838 | 3,083 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $394,134 | 1,956 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $294,642 | 1,986 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $552,845 | 3,653 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,449,845 | 55,316 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,228,741 | 46,197 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,869,454 | 59,021 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,035,832 | 50,698 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,896,345 | 59,559 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,073,142 | 59,335 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,695,650 | 73,381 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,089,583 | 98,521 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,973,725 | 98,870 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $5,523,430 | 103,261 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $4,315,874 | 104,349 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $3,309,463 | 112,797 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $5,002,154 | 133,819 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $3,070,576 | 129,999 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||