Phoenix Wealth Advisors

Position in MPC — Marathon Petroleum Corp

CIK 1842362 CHAPEL HILL, NC

Position in MPC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,670,142

+$44,802 QoQ

Shares Held

14,355

-3.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.66%

of 13F equity value

Holder Rank

#475

of 1,931 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Phoenix Wealth Advisors holds $4,376,715 across 2 Oil & Gas Refining & Marketing names. MPC ranks #1 (83.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MPC	Marathon Petroleum Corp This page	14,355	$3,670,142
2	VLO	Valero Energy Corp/Tx	2,713	$706,573

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,670,142	14,355	-3.3%	Shares	Sole	2026-08-03
2026-03-31	$3,625,340	14,847	-2.6%	Shares	Sole	2026-04-22
2025-12-31	$2,478,155	15,238	-1.3%	Shares	Sole	2026-01-22
2025-09-30	$2,976,098	15,441	-2.5%	Shares	Sole	2025-10-28
2025-06-30	$2,632,012	15,845	-7.5%	Shares	Sole	2025-08-08
2025-03-31	$2,496,543	17,136	-1.0%	Shares	Sole	2025-05-14
2024-12-31	$2,415,024	17,312	-2.3%	Shares	Sole	2025-01-17
2024-09-30	$2,886,602	17,719	-3.3%	Shares	Sole	2024-11-08
2024-06-30	$3,178,847	18,324	-5.5%	Shares	Sole	2024-07-17
2024-03-31	$3,906,279	19,386	-2.3%	Shares	Sole	2024-04-26
2023-12-31	$2,943,165	19,838	-1.5%	Shares	Sole	2024-01-30
2023-09-30	$3,047,079	20,134	+1.5%	Shares	Sole	2023-11-06
2023-06-30	$2,311,944	19,828	-0.6%	Shares	Sole	2023-07-13
2023-03-31	$2,689,858	19,950	+49.9%	Shares	Sole	2023-05-05
2022-12-31	$1,548,568	13,305	+0.2%	Shares	Sole	2023-02-06
2022-09-30	$1,318,407	13,273	+1559.1%	Shares	Sole	2022-11-07
2021-09-30	$49,448	800	0.0%	Shares	Sole	2021-11-15
2021-06-30	$48,336	800	0.0%	Shares	Sole	2021-07-23
2021-03-31	$42,792	800	0.0%	Shares	Sole	2021-04-12
2020-12-31	$33,088	800	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.