AXXCESS WEALTH MANAGEMENT, LLC

Position in MPC — Marathon Petroleum Corp

CIK 1911056 CARLSBAD, CA

Position in MPC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,261,912

+$187,359 QoQ

Shares Held

8,847

+4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#159

of 749 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Energy · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $5,409,114 across 4 Oil & Gas Refining & Marketing names. MPC ranks #2 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	13,591	$2,297,558
2	MPC	Marathon Petroleum Corp This page	8,847	$2,261,912
3	VLO	Valero Energy Corp/Tx	2,707	$705,011
4	CSAN	Cosan S.A.	50,220	$144,633

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,261,912	8,847	+4.1%	Shares	Sole	2026-07-28
2026-03-31	$2,074,553	8,496	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$1,380,728	8,490	-10.1%	Shares	Sole	2026-02-19
2025-09-30	$1,819,658	9,441	+43.2%	Shares	Sole	2025-11-07
2025-06-30	$1,095,163	6,593	+4.6%	Shares	Sole	2025-07-28
2025-03-31	$917,992	6,301	-6.4%	Shares	Sole	2025-04-30
2024-12-31	$938,974	6,731	-3.6%	Shares	Sole	2025-02-10
2024-09-30	$1,137,600	6,983	-19.9%	Shares	Sole	2024-11-04
2024-06-30	$1,512,051	8,716	-33.6%	Shares	Sole	2024-08-09
2024-03-31	$2,645,896	13,131	+3.0%	Shares	Sole	2024-05-14
2023-12-31	$1,891,144	12,747	+14.4%	Shares	Sole	2024-02-06
2023-09-30	$1,686,835	11,146	+207.8%	Shares	Sole	2023-11-14
2022-09-30	$359,673	3,621	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.