WealthPlan Investment Management, LLC
Position in MPC — Marathon Petroleum Corp
CIK 1929986
OMAHA, NE
Position in MPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$370,465
+$41,555 QoQ
Shares Held
1,449
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,277
of 1,926 holders
Holding Since
Mar 2023
7 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, 2026WealthPlan Investment Management, LLC holds $768,677 across 2 Oil & Gas Refining & Marketing names. MPC ranks #2 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
1,529 | $398,212 | |
| 2 | MPC |
Marathon Petroleum Corp
This page
|
1,449 | $370,465 |
All Filings in MPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,465 | 1,449 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $328,910 | 1,347 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $214,021 | 1,316 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $253,453 | 1,315 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $216,275 | 1,302 | Shares | Sole | 2025-07-28 | |
| 2023-06-30 | $57,717 | 495 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $66,740 | 495 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||