Synergy Investment Management, LLC
Position in MPC — Marathon Petroleum Corp
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in MPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,855
+$49,611 QoQ
Shares Held
195
+19400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,756
of 1,922 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Synergy Investment Management, LLC holds $128,605 across 3 Oil & Gas Refining & Marketing names. MPC ranks #2 (38.8% of the industry book) .
All Filings in MPC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,855 | 195 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $244 | 1 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $24,273 | 174 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||