Position in MPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,147,958
-$131,545 QoQ
Shares Held
4,490
-14.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#822
of 1,926 holders
Holding Since
Dec 2022
15 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, 2026Kapstone Financial Advisors LLC holds $1,426,368 across 2 Oil & Gas Refining & Marketing names. MPC ranks #1 (80.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
This page
|
4,490 | $1,147,958 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
1,069 | $278,410 |
All Filings in MPC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,958 | 4,490 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,279,503 | 5,240 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $852,181 | 5,240 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,009,957 | 5,240 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,082,206 | 6,515 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,058,437 | 7,265 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,013,607 | 7,266 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,183,704 | 7,266 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,260,505 | 7,266 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,464,099 | 7,266 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,077,983 | 7,266 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,087,075 | 7,183 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $837,537 | 7,183 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $955,809 | 7,089 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $825,088 | 7,089 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||