Forum Financial Management, LP

Position in MPC — Marathon Petroleum Corp

CIK 1911832 LOMBARD, IL

Position in MPC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$229,335

-$27,054 QoQ

Shares Held

897

-14.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,544

of 1,926 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Forum Financial Management, LP holds $680,360 across 2 Oil & Gas Refining & Marketing names. MPC ranks #2 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PSX	Phillips 66	2,668	$451,025
2	MPC	Marathon Petroleum Corp This page	897	$229,335

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,335	897	-14.6%	Shares	Sole	2026-07-23
2026-03-31	$256,389	1,050	-85.5%	Shares	Sole	2026-04-23
2025-12-31	$1,173,863	7,218	+11.5%	Shares	Sole	2026-01-27
2025-09-30	$1,247,220	6,471	+0.1%	Shares	Sole	2025-10-24
2025-06-30	$1,073,402	6,462	-17.3%	Shares	Sole	2025-07-30
2025-03-31	$1,138,713	7,816	-6.2%	Shares	Sole	2025-05-02
2024-12-31	$1,161,895	8,329	-0.6%	Shares	Sole	2025-02-20
2024-09-30	$1,364,697	8,377	-0.3%	Shares	Sole	2024-10-29
2024-06-30	$1,457,925	8,404	-3.1%	Shares	Sole	2024-07-30
2024-03-31	$1,747,005	8,670	-14.0%	Shares	Sole	2024-05-09
2023-12-31	$1,495,617	10,081	+4.3%	Shares	Sole	2024-02-07
2023-09-30	$1,463,457	9,670	0.0%	Shares	Sole	2023-11-06
2023-06-30	$1,127,522	9,670	+1.4%	Shares	Sole	2023-07-26
2023-03-31	$1,285,604	9,535	-0.5%	Shares	Sole	2023-04-19
2022-12-31	$1,115,248	9,582	-3.6%	Shares	Sole	2023-01-24
2022-09-30	$987,439	9,941	+0.4%	Shares	Sole	2022-11-07
2022-06-30	$813,714	9,898	+3.9%	Shares	Sole	2022-08-15
2022-03-31	$814,558	9,527	0.0%	Shares	Sole	2022-05-16
2021-12-31	$609,632	9,527	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.