PDS Planning, Inc

Position in MPC — Marathon Petroleum Corp

CIK 838618 DUBLIN, OH

Position in MPC

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$609,229

+$114,184 QoQ

Shares Held

2,495

-18.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

PDS Planning, Inc holds $1,913,082 across 4 Oil & Gas Refining & Marketing names. MPC ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	3,867	$704,490
2	MPC	Marathon Petroleum Corp This page	2,495	$609,229
3	VLO	Valero Energy Corp/Tx	1,795	$443,508
4	UGP	Ultrapar Holdings Inc	28,286	$155,855

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$609,229	2,495	-18.0%	Shares	Sole	2026-04-22
2025-12-31	$495,045	3,044	-0.1%	Shares	Sole	2026-01-26
2025-09-30	$587,278	3,047	+1.2%	Shares	Sole	2025-10-21
2025-06-30	$500,157	3,011	+8.2%	Shares	Sole	2025-07-24
2025-03-31	$405,600	2,784	+11.1%	Shares	Sole	2025-04-24
2024-12-31	$349,447	2,505	-12.1%	Shares	Sole	2025-02-10
2024-09-30	$464,456	2,851	+4.8%	Shares	Sole	2024-10-30
2024-06-30	$472,039	2,721	-0.6%	Shares	Sole	2024-08-08
2024-03-31	$551,505	2,737	+3.7%	Shares	Sole	2024-05-01
2023-12-31	$391,670	2,640	-0.1%	Shares	Sole	2024-02-01
2023-09-30	$399,840	2,642	+4.7%	Shares	Sole	2023-10-23
2023-06-30	$294,298	2,524	-4.6%	Shares	Sole	2023-07-21
2023-03-31	$356,895	2,647	-3.1%	Shares	Sole	2023-05-02
2022-12-31	$317,977	2,732	+1.6%	Shares	Sole	2023-01-27
2022-09-30	$266,999	2,688	+0.4%	Shares	Sole	2022-11-02
2022-06-30	$220,076	2,677	+10.7%	Shares	Sole	2022-07-15
2022-03-31	$206,739	2,418	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.