Position in MPC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$74,911
+$8,495 QoQ
Shares Held
293
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,715
of 1,924 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, 2026Physician Wealth Advisors, Inc. holds $218,140 across 8 Oil & Gas Refining & Marketing names. MPC ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
494 | $83,510 | |
| 2 | MPC |
Marathon Petroleum Corp
This page
|
293 | $74,911 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
143 | $37,242 | |
| 4 | PARR |
Par Pacific Holdings, Inc.
|
233 | $13,066 | |
| 5 | DINO |
HF Sinclair Corp
|
54 | $3,761 | |
| 6 | DK |
Delek US Holdings, Inc.
|
70 | $3,556 | |
| 7 | UGP |
Ultrapar Holdings Inc
|
236 | $1,184 | |
| 8 | PBF |
PBF Energy Inc.
|
20 | $910 |
All Filings in MPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,911 | 293 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $66,416 | 272 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $38,543 | 237 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $46,064 | 239 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $39,700 | 239 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $28,409 | 195 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $28,039 | 201 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||