Compound Planning, Inc.

Position in MPC — Marathon Petroleum Corp

CIK 1978879 NEW YORK, NY

Position in MPC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,234,374

+$181,227 QoQ

Shares Held

4,828

+11.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#792

of 1,924 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Compound Planning, Inc. holds $6,922,576 across 5 Oil & Gas Refining & Marketing names. MPC ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	12,739	$3,317,744
2	MPC	Marathon Petroleum Corp This page	4,828	$1,234,374
3	PSX	Phillips 66	6,956	$1,175,910
4	UGP	Ultrapar Holdings Inc	168,433	$845,533
5	DINO	HF Sinclair Corp	5,011	$349,015

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,234,374	4,828	+11.9%	Shares	Other	2026-08-04
2026-03-31	$1,053,147	4,313	-38.7%	Shares	Other	2026-05-14
2025-12-31	$1,145,077	7,041	-1.2%	Shares	Sole	2026-02-19
2025-09-30	$1,372,887	7,123	+7.6%	Shares	Sole	2025-11-10
2025-06-30	$1,099,149	6,617	+12.2%	Shares	Sole	2025-08-14
2025-03-31	$858,842	5,895	-2.5%	Shares	Sole	2025-05-14
2024-12-31	$843,277	6,045	-9.9%	Shares	Sole	2025-01-17
2024-09-30	$1,093,126	6,710	+68.7%	Shares	Sole	2024-10-08
2024-06-30	$689,929	3,977	-13.9%	Shares	Sole	2024-07-26
2024-03-31	$930,728	4,619	+4.6%	Shares	Sole	2024-05-07
2023-12-31	$655,157	4,416	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.