Position in MPC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$51,134
+$2,298 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,754
of 1,924 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $235,060 across 2 Oil & Gas Refining & Marketing names. MPC ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
1,088 | $183,926 | |
| 2 | MPC |
Marathon Petroleum Corp
This page
|
200 | $51,134 |
All Filings in MPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,134 | 200 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $48,836 | 200 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $32,526 | 200 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $38,548 | 200 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $33,222 | 200 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $29,138 | 200 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $27,900 | 200 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||