Position in MPC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$66,218
+$44,264 QoQ
Shares Held
259
+91.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,722
of 1,924 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $100,264 across 3 Oil & Gas Refining & Marketing names. MPC ranks #1 (66.0% of the industry book) .
All Filings in MPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,218 | 259 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $21,954 | 135 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,589 | 29 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $17,441 | 105 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $15,297 | 105 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $42,129 | 302 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,701 | 35 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,071 | 35 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,052 | 35 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $5,192 | 35 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,296 | 35 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,081 | 35 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $4,719 | 35 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||