Position in MPC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$166,441
+$12,608 QoQ
Shares Held
651
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,638
of 1,924 holders
Holding Since
Dec 2024
7 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, 2026Copia Wealth Management holds $227,806 across 2 Oil & Gas Refining & Marketing names. MPC ranks #1 (73.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
This page
|
651 | $166,441 | |
| 2 | PSX |
Phillips 66
|
363 | $61,365 |
All Filings in MPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,441 | 651 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $153,833 | 630 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $102,456 | 630 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $121,426 | 630 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $104,649 | 630 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $91,784 | 630 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $87,885 | 630 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||