Position in MPC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$952,882
+$47,463 QoQ
Shares Held
3,727
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#868
of 1,926 holders
Holding Since
Jun 2025
5 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, 2026FSM Wealth Advisors, LLC holds $952,882 across 1 Oil & Gas Refining & Marketing name. MPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
This page
|
3,727 | $952,882 |
All Filings in MPC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $952,882 | 3,727 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $905,419 | 3,708 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $604,658 | 3,718 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $760,166 | 3,944 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $644,672 | 3,881 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||