Position in MPC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$246,977
+$11,100 QoQ
Shares Held
966
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,492
of 1,926 holders
Holding Since
Mar 2026
2 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, 2026Keudell/Morrison Wealth Management holds $1,452,814 across 2 Oil & Gas Refining & Marketing names. MPC ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
4,630 | $1,205,837 | |
| 2 | MPC |
Marathon Petroleum Corp
This page
|
966 | $246,977 |
All Filings in MPC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,977 | 966 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $235,877 | 966 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||