Recurrent Investment Advisors LLC

Position in MPC — Marathon Petroleum Corp

CIK 1803146 HOUSTON, TX

Position in MPC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$44,186,324

-$1,615,325 QoQ

Shares Held

180,958

-35.7% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

2.67%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

Recurrent Investment Advisors LLC holds $234,716,660 across 5 Oil & Gas Refining & Marketing names. MPC ranks #4 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	414,064	$75,434,179
2	SUN	Sunoco LP	1,027,877	$66,781,168
3	PBF	PBF Energy Inc.	1,002,915	$47,758,812
4	MPC	Marathon Petroleum Corp This page	180,958	$44,186,324
5	VLO	Valero Energy Corp/Tx	2,251	$556,177

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,186,324	180,958	-35.7%	Shares	Sole	2026-05-15
2025-12-31	$45,801,649	281,631	+0.3%	Shares	Sole	2026-02-13
2025-09-30	$54,133,341	280,862	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$46,602,326	280,551	+52.1%	Shares	Sole	2025-08-14
2025-03-31	$26,865,090	184,399	+5.3%	Shares	Sole	2025-05-15
2024-12-31	$24,421,567	175,065	+15.8%	Shares	Sole	2025-02-14
2024-09-30	$24,629,874	151,187	+1.4%	Shares	Sole	2024-11-14
2024-06-30	$25,875,062	149,153	-14.2%	Shares	Sole	2024-08-14
2024-03-31	$35,016,267	173,778	-0.5%	Shares	Sole	2024-05-15
2023-12-31	$25,919,975	174,710	-26.0%	Shares	Sole	2024-02-14
2023-09-30	$35,744,389	236,186	-8.3%	Shares	Sole	2023-11-14
2023-06-30	$30,032,195	257,566	+11.9%	Shares	Sole	2023-08-14
2023-03-31	$31,036,652	230,191	+2.8%	Shares	Sole	2023-05-15
2022-12-31	$26,052,853	223,841	+0.9%	Shares	Sole	2023-02-14
2022-09-30	$22,035,466	221,841	+7.5%	Shares	Sole	2022-11-14
2022-06-30	$16,965,595	206,369	-0.3%	Shares	Sole	2022-08-15
2022-03-31	$17,702,689	207,049	-3.3%	Shares	Sole	2022-05-16
2021-12-31	$13,696,995	214,049	+1.4%	Shares	Sole	2022-02-14
2021-09-30	$13,044,938	211,049	+12.5%	Shares	Sole	2021-11-15
2021-06-30	$11,330,562	187,530	+18.4%	Shares	Sole	2021-08-16
2021-03-31	$8,475,223	158,445	+3.2%	Shares	Sole	2021-05-14
2020-12-31	$6,347,188	153,462	+3.4%	Shares	Sole	2021-02-16
2020-09-30	$4,353,703	148,388	-4.3%	Shares	Sole	2020-11-16
2020-06-30	$5,793,414	154,987	+99.6%	Shares	Sole	2020-08-17
2020-03-31	$1,833,927	77,643	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.