Position in MPC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$653,236
+$31,310 QoQ
Shares Held
2,555
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,007
of 1,922 holders
Holding Since
Dec 2021
19 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, 2026IVC Wealth Advisors LLC holds $931,830 across 2 Oil & Gas Refining & Marketing names. MPC ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
This page
|
2,555 | $653,236 | |
| 2 | PSX |
Phillips 66
|
1,648 | $278,594 |
All Filings in MPC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,236 | 2,555 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $621,926 | 2,547 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $418,772 | 2,575 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $497,076 | 2,579 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $425,739 | 2,563 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $383,893 | 2,635 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $351,261 | 2,518 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $411,999 | 2,529 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $428,322 | 2,469 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $502,742 | 2,495 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $372,531 | 2,511 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $381,225 | 2,519 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $289,401 | 2,482 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $337,614 | 2,504 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $329,500 | 2,831 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $299,976 | 3,020 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $236,435 | 2,876 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $243,846 | 2,852 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $201,312 | 3,146 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||