Position in MPC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,572,114
-$28,730 QoQ
Shares Held
6,149
-6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#714
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, 2026BKM Wealth Management, LLC holds $1,898,887 across 2 Oil & Gas Refining & Marketing names. MPC ranks #1 (82.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
This page
|
6,149 | $1,572,114 | |
| 2 | PSX |
Phillips 66
|
1,933 | $326,773 |
All Filings in MPC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,572,114 | 6,149 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,600,844 | 6,556 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,090,108 | 6,703 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,304,271 | 6,767 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,138,351 | 6,853 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $987,049 | 6,775 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $903,262 | 6,475 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $842,081 | 5,169 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $668,071 | 3,851 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,023,821 | 5,081 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $756,932 | 5,102 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||