Total Wealth Planning & Management, Inc.
Position in MPC — Marathon Petroleum Corp
CIK 2058383
Ponte Vedra Beach, FL
Position in MPC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$693,377
-$99,475 QoQ
Shares Held
2,712
-16.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#991
of 1,926 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MPC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $1,345,779 across 2 Oil & Gas Refining & Marketing names. MPC ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
This page
|
2,712 | $693,377 | |
| 2 | VLO |
Valero Energy Corp/Tx
|
2,505 | $652,402 |
All Filings in MPC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $693,377 | 2,712 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $792,852 | 3,247 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $639,135 | 3,930 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $685,203 | 4,125 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $592,812 | 4,069 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $441,796 | 3,167 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||