Position in MPC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,729,863
+$408,361 QoQ
Shares Held
6,766
+25.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#686
of 1,924 holders
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,210,225 across 4 Oil & Gas Refining & Marketing names. MPC ranks #1 (41.1% of the industry book) .
All Filings in MPC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,729,863 | 6,766 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,321,502 | 5,412 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $380,391 | 2,339 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $490,908 | 2,547 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $484,210 | 2,915 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $471,161 | 3,234 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $503,455 | 3,609 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $617,428 | 3,790 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $572,137 | 3,298 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||