Position in MPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$286,094
+$12,613 QoQ
Shares Held
1,119
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,404
of 1,926 holders
Holding Since
Dec 2025
3 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, 2026Phillips Wealth Planners LLC holds $286,094 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
|
1,119 | $286,094 |
All Filings in MPC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,094 | 1,119 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $273,481 | 1,120 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $273,055 | 1,679 | Shares | Defined | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||