Position in MPC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,166,366
-$69,917 QoQ
Shares Held
4,562
-9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#817
of 1,926 holders
Holding Since
Dec 2023
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, 2026Invera Wealth Advisors, LLC holds $1,166,366 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
|
4,562 | $1,166,366 |
All Filings in MPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,166,366 | 4,562 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,236,283 | 5,063 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $833,804 | 5,127 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,015,354 | 5,268 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $876,396 | 5,276 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $776,090 | 5,327 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $769,063 | 5,513 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $884,112 | 5,427 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $924,301 | 5,328 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,159,632 | 5,755 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $967,603 | 6,522 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||