Position in MPC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$6,476,874
+$2,277,280 QoQ
Shares Held
26,525
+2.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026HB Wealth Management, LLC holds $20,233,020 across 6 Oil & Gas Refining & Marketing names. MPC ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
38,070 | $6,935,592 | |
| 2 | MPC |
Marathon Petroleum Corp
This page
|
26,525 | $6,476,874 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
21,234 | $5,246,496 | |
| 4 | DINO |
HF Sinclair Corp
|
18,484 | $1,153,216 | |
| 5 | DKL |
Delek Logistics Partners, LP
|
4,336 | $215,759 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
3,274 | $205,083 |
All Filings in MPC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,476,874 | 26,525 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,199,594 | 25,823 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,967,873 | 25,775 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,137,301 | 24,907 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,774,099 | 25,905 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,195,526 | 22,907 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,426,811 | 21,035 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,537,951 | 20,394 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,108,383 | 20,389 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,931,148 | 19,757 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,741,070 | 18,112 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,004,587 | 17,192 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,290,222 | 16,986 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,938,242 | 16,653 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,367,178 | 13,764 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $984,053 | 11,970 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $570,285 | 6,670 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $411,007 | 6,423 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||