Convergence Financial, LLC

Position in MPC — Marathon Petroleum Corp

CIK 2034001 COLUMBIA, MO

Position in MPC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,068,295

+$1,541,194 QoQ

Shares Held

12,001

+91.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#518

of 1,926 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Energy · as of Jun 30, 2026

Convergence Financial, LLC holds $5,061,357 across 3 Oil & Gas Refining & Marketing names. MPC ranks #1 (60.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp This page	12,001	$3,068,295
2	PSX	Phillips 66	9,958	$1,683,399
3	VLO	Valero Energy Corp/Tx	1,189	$309,663

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,068,295	12,001	+91.9%	Shares	Sole	2026-08-05
2026-03-31	$1,527,101	6,254	-5.2%	Shares	Sole	2026-05-11
2025-12-31	$1,072,870	6,597	+3.2%	Shares	Sole	2026-02-11
2025-09-30	$1,232,379	6,394	+0.7%	Shares	Sole	2025-11-10
2025-06-30	$1,054,300	6,347	+0.5%	Shares	Sole	2025-08-06
2025-03-31	$920,469	6,318	+6.3%	Shares	Sole	2025-04-25
2024-12-31	$829,048	5,943	+4.3%	Shares	Sole	2025-02-05
2024-09-30	$927,935	5,696	+57.2%	Shares	Sole	2024-10-23
2024-06-30	$628,691	3,624	—	Shares	Sole	2024-10-23
No filing history on record for this holder in this stock.