Concord Wealth Partners

Position in MPC — Marathon Petroleum Corp

CIK 1814214 ABINGDON, VA

Position in MPC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$615,909

+$27,680 QoQ

Shares Held

2,409

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,038

of 1,926 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Concord Wealth Partners holds $739,954 across 3 Oil & Gas Refining & Marketing names. MPC ranks #1 (83.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp This page	2,409	$615,909
2	VLO	Valero Energy Corp/Tx	364	$94,800
3	PSX	Phillips 66	173	$29,245

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$615,909	2,409	0.0%	Shares	Sole	2026-07-27
2026-03-31	$588,229	2,409	0.0%	Shares	Sole	2026-05-01
2025-12-31	$391,775	2,409	0.0%	Shares	Sole	2026-01-29
2025-09-30	$464,310	2,409	-2.9%	Shares	Sole	2025-11-05
2025-06-30	$412,285	2,482	0.0%	Shares	Sole	2025-07-25
2025-03-31	$361,602	2,482	-16.8%	Shares	Sole	2025-05-02
2024-12-31	$415,989	2,982	+59.8%	Shares	Sole	2025-01-24
2024-09-30	$303,990	1,866	+0.7%	Shares	Sole	2024-10-24
2024-06-30	$321,458	1,853	-5.1%	Shares	Sole	2024-07-31
2024-03-31	$393,529	1,953	0.0%	Shares	Sole	2024-04-30
2023-12-31	$289,747	1,953	0.0%	Shares	Sole	2024-04-30
2023-09-30	$295,567	1,953	0.0%	Shares	Sole	2024-04-30
2023-06-30	$227,719	1,953	0.0%	Shares	Sole	2023-08-08
2023-03-31	$263,322	1,953	-3.6%	Shares	Sole	2023-04-26
2022-12-31	$235,689	2,025	-26.3%	Shares	Sole	2023-01-30
2022-09-30	$272,958	2,748	-1.4%	Shares	Sole	2022-11-10
2022-06-30	$229,201	2,788	+22.3%	Shares	Sole	2022-08-04
2022-03-31	$194,854	2,279	+7.9%	Shares	Sole	2022-04-20
2021-12-31	$135,146	2,112	+78.7%	Shares	Sole	2022-01-21
2021-09-30	$73,059	1,182	-9.5%	Shares	Sole	2021-11-09
2021-06-30	$78,908	1,306	+4.1%	Shares	Sole	2021-07-29
2021-03-31	$67,129	1,255	+8.0%	Shares	Sole	2021-05-13
2020-12-31	$48,060	1,162	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.