Caldwell Trust Co

Bank

Position in MPC — Marathon Petroleum Corp

CIK 2080218 Venice, FL

Position in MPC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$508,783

+$16,517 QoQ

Shares Held

1,990

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,119

of 1,924 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Caldwell Trust Co holds $6,785,052 across 3 Oil & Gas Refining & Marketing names. MPC ranks #3 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	18,852	$3,186,930
2	VLO	Valero Energy Corp/Tx	11,862	$3,089,339
3	MPC	Marathon Petroleum Corp This page	1,990	$508,783

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$508,783	1,990	-1.3%	Shares	Sole	2026-08-03
2026-03-31	$492,266	2,016	-0.5%	Shares	Sole	2026-04-22
2025-12-31	$329,488	2,026	-3.7%	Shares	Sole	2026-01-30
2025-09-30	$405,524	2,104	0.0%	Shares	Sole	2025-10-23
2025-06-30	$349,495	2,104	-6.9%	Shares	Sole	2025-09-22
2025-03-31	$329,259	2,260	+0.1%	Shares	Sole	2025-09-23
2024-12-31	$314,991	2,258	-0.6%	Shares	Sole	2025-09-24
2024-09-30	$369,968	2,271	-14.7%	Shares	Sole	2025-09-24
2024-06-30	$461,803	2,662	-0.9%	Shares	Sole	2025-09-24
2024-03-31	$541,229	2,686	-1.1%	Shares	Sole	2025-09-24
2023-12-31	$403,094	2,717	-1.1%	Shares	Sole	2025-10-01
2023-09-30	$415,730	2,747	-16.6%	Shares	Sole	2025-10-01
2023-06-30	$384,080	3,294	0.0%	Shares	Sole	2025-10-01
2023-03-31	$444,130	3,294	-2.4%	Shares	Sole	2025-10-01
2022-12-31	$392,932	3,376	+9.7%	Shares	Sole	2025-10-01
2022-09-30	$305,737	3,078	-3.5%	Shares	Sole	2025-10-01
2022-06-30	$262,332	3,191	-5.9%	Shares	Sole	2025-10-02
2022-03-31	$289,930	3,391	-0.1%	Shares	Sole	2025-10-02
2021-12-31	$217,118	3,393	-6.9%	Shares	Sole	2025-10-02
2021-09-30	$225,359	3,646	-37.9%	Shares	Sole	2025-10-02
2021-06-30	$354,907	5,874	-2.1%	Shares	Sole	2025-10-02
2021-03-31	$321,046	6,002	-14.8%	Shares	Sole	2025-10-02
2020-12-31	$291,505	7,048	-54.4%	Shares	Sole	2025-10-02
2020-09-30	$453,303	15,450	-39.2%	Shares	Sole	2025-10-02
2020-06-30	$950,012	25,415	-38.6%	Shares	Sole	2025-10-02
2020-03-31	$977,395	41,380	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.