Position in MPC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,081,409
-$289,578 QoQ
Shares Held
8,141
-16.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#630
of 1,926 holders
Holding Since
Dec 2024
7 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, 2026Avantra Family Wealth, Inc. holds $2,081,409 across 1 Oil & Gas Refining & Marketing name. MPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
This page
|
8,141 | $2,081,409 |
All Filings in MPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,081,409 | 8,141 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,370,987 | 9,710 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,496,683 | 9,203 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,731,576 | 8,984 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,476,053 | 8,886 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,274,059 | 8,745 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,188,679 | 8,521 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||