Position in MPC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$371,744
+$16,707 QoQ
Shares Held
1,454
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,274
of 1,926 holders
Holding Since
Mar 2026
2 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, 2026Summit Wealth Partners, LLC holds $622,574 across 2 Oil & Gas Refining & Marketing names. MPC ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
This page
|
1,454 | $371,744 | |
| 2 | SUN |
Sunoco LP
|
3,716 | $250,830 |
All Filings in MPC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,744 | 1,454 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $355,037 | 1,454 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||