Position in MPC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$7,581,638
+$1,183,390 QoQ
Shares Held
29,654
+13.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#333
of 1,926 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, 2026Confluence Wealth Services, Inc. holds $11,491,491 across 3 Oil & Gas Refining & Marketing names. MPC ranks #1 (66.0% of the industry book) .
All Filings in MPC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,581,638 | 29,654 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $6,398,248 | 26,203 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,101,040 | 25,217 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,960,163 | 25,735 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,230,821 | 25,470 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,650,845 | 25,059 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,341,443 | 23,953 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,975,655 | 24,404 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,268,301 | 24,604 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,116,488 | 25,392 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,706,477 | 24,983 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,683,918 | 24,342 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,836,295 | 24,325 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,382,210 | 25,085 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,907,538 | 24,981 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,418,884 | 24,352 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,433,580 | 29,602 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,482,578 | 29,036 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,889,752 | 29,532 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||