Montgomery Financial Services LLC
Position in MPC — Marathon Petroleum Corp
CIK 2149844
OCEAN CITY, MD
Position in MPC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,294
New position
Shares Held
52
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,837
of 1,924 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Montgomery Financial Services LLC holds $19,548 across 2 Oil & Gas Refining & Marketing names. MPC ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
This page
|
52 | $13,294 | |
| 2 | PSX |
Phillips 66
|
37 | $6,254 |
All Filings in MPC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,294 | 52 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||