SAX WEALTH ADVISORS, LLC

Position in MPC — Marathon Petroleum Corp

CIK 1846150 PARSIPPANY, NJ

Position in MPC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$837,574

+$62,059 QoQ

Shares Held

3,276

+3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#913

of 1,924 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Energy · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $1,686,249 across 3 Oil & Gas Refining & Marketing names. MPC ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp This page	3,276	$837,574
2	VLO	Valero Energy Corp/Tx	1,841	$479,470
3	PSX	Phillips 66	2,184	$369,205

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$837,574	3,276	+3.1%	Shares	Sole	2026-07-09
2026-03-31	$775,515	3,176	-1.7%	Shares	Sole	2026-04-08
2025-12-31	$525,620	3,232	+12.4%	Shares	Sole	2026-01-12
2025-09-30	$554,127	2,875	+2.8%	Shares	Sole	2025-10-20
2025-06-30	$464,443	2,796	+6.9%	Shares	Sole	2025-07-23
2025-03-31	$380,979	2,615	+5.0%	Shares	Sole	2025-05-14
2024-12-31	$347,494	2,491	+1.1%	Shares	Sole	2025-01-15
2024-09-30	$401,247	2,463	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$425,719	2,454	+1.5%	Shares	Sole	2024-07-12
2024-03-31	$487,025	2,417	-15.7%	Shares	Sole	2024-05-14
2023-12-31	$425,199	2,866	+18.6%	Shares	Sole	2024-02-14
2023-09-30	$365,788	2,417	0.0%	Shares	Sole	2023-11-07
2023-06-30	$281,822	2,417	0.0%	Shares	Sole	2023-08-11
2023-03-31	$325,884	2,417	0.0%	Shares	Sole	2023-05-05
2022-12-31	$281,314	2,417	0.0%	Shares	Sole	2023-02-06
2022-09-30	$240,080	2,417	0.0%	Shares	Sole	2022-11-08
2022-03-31	$206,653	2,417	-25.6%	Shares	Sole	2022-08-11
2021-09-30	$200,882	3,250	—	Shares	Sole	2021-12-10
No filing history on record for this holder in this stock.