Position in MPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$21,515,396
+$2,055,716 QoQ
Shares Held
84,153
+5.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#181
of 1,924 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $38,391,299 across 5 Oil & Gas Refining & Marketing names. MPC ranks #1 (56.0% of the industry book) .
All Filings in MPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,515,396 | 84,153 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $19,459,680 | 79,694 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,821,899 | 72,692 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,932,731 | 15,216 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,606,598 | 15,692 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,338,907 | 16,054 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,545,317 | 18,246 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,032,732 | 18,616 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,705,767 | 15,597 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,671,688 | 13,259 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,329,548 | 15,702 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||