Position in MPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,319,619
+$165,302 QoQ
Shares Held
12,984
+0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#501
of 1,926 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $5,818,386 across 3 Oil & Gas Refining & Marketing names. MPC ranks #1 (57.1% of the industry book) .
All Filings in MPC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,319,619 | 12,984 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,154,317 | 12,918 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,125,086 | 13,067 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $862,126 | 4,473 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $438,364 | 2,639 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $544,297 | 3,736 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $650,070 | 4,660 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,244,632 | 7,640 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,579,361 | 9,104 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,714,765 | 8,510 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,511,936 | 10,191 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,352,828 | 8,939 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $213,611 | 1,832 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||