Position in MPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$884,872
+$219,483 QoQ
Shares Held
3,461
+27.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#892
of 1,922 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Modern Wealth Management, LLC holds $2,342,035 across 3 Oil & Gas Refining & Marketing names. MPC ranks #1 (37.8% 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 | $884,872 | 3,461 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $665,389 | 2,725 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $430,967 | 2,650 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $498,230 | 2,585 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $375,738 | 2,262 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $363,349 | 2,494 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $311,363 | 2,232 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $366,056 | 2,247 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $393,623 | 2,269 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $434,836 | 2,158 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $318,230 | 2,145 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||