Position in MPC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$335,950
+$15,098 QoQ
Shares Held
1,314
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,326
of 1,924 holders
Holding Since
Mar 2020
13 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $572,281 across 2 Oil & Gas Refining & Marketing names. MPC ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
This page
|
1,314 | $335,950 | |
| 2 | PSX |
Phillips 66
|
1,398 | $236,331 |
All Filings in MPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,950 | 1,314 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $320,852 | 1,314 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $213,533 | 1,313 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $253,067 | 1,313 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $215,610 | 1,298 | Shares | Sole | 2025-08-01 | |
| 2024-03-31 | $231,120 | 1,147 | Shares | Sole | 2024-05-03 | |
| 2021-09-30 | $42,216 | 683 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $41,206 | 682 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $36,319 | 679 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $28,083 | 679 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $51,931 | 1,770 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $65,340 | 1,748 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $40,909 | 1,732 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||