Heritage Wealth Management, Inc.
Position in MPC — Marathon Petroleum Corp
CIK 1944755
CINCINNATI, OH
Position in MPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,845,681
+$37,773 QoQ
Shares Held
7,219
-2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#663
of 1,924 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $7,329,126 across 3 Oil & Gas Refining & Marketing names. MPC ranks #2 (25.2% of the industry book) .
All Filings in MPC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,845,681 | 7,219 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,807,908 | 7,404 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,362,839 | 8,380 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,634,435 | 8,480 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,414,426 | 8,515 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,255,119 | 8,615 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,364,310 | 9,780 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,597,332 | 9,805 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,718,319 | 9,905 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||