Position in MPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$342,853
+$16,629 QoQ
Shares Held
1,341
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,318
of 1,925 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, 2026Daner Wealth Management, LLC holds $1,162,718 across 2 Oil & Gas Refining & Marketing names. MPC ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
3,148 | $819,865 | |
| 2 | MPC |
Marathon Petroleum Corp
This page
|
1,341 | $342,853 |
All Filings in MPC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,853 | 1,341 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $326,224 | 1,336 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $216,135 | 1,329 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $254,802 | 1,322 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $218,600 | 1,316 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||