Position in MPC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$200,700
+$86,334 QoQ
Shares Held
785
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,618
of 1,922 holders
Holding Since
Dec 2022
11 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, 2026Compass Wealth Management LLC holds $6,315,232 across 3 Oil & Gas Refining & Marketing names. MPC ranks #3 (3.2% of the industry book) .
All Filings in MPC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,700 | 785 | Shares | Sole | 2026-08-10 | |
| 2025-03-31 | $114,366 | 785 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $109,507 | 785 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $127,884 | 785 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $136,181 | 785 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $158,177 | 785 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $116,462 | 785 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $118,801 | 785 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $91,531 | 785 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $105,841 | 785 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $91,366 | 785 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||