Marathon Petroleum Corporation
MX ˙ BMV ˙ US56585A1025
SecurityMX:MPC / Marathon Petroleum Corporation
InstitutionFortress Wealth Group, LLC
Latest Disclosed Ownership2,514 shares
Latest Disclosed Value $ 606,823
Fortress Wealth Group, LLC reports 0.20% decrease in ownership of MPC / Marathon Petroleum Corporation

On April 13, 2026 - Fortress Wealth Group, LLC filed a 13F-HR form disclosing ownership of 2,514 shares of Marathon Petroleum Corporation (MX:MPC) valued at $606,823 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 2, 2026 disclosing 2,519 shares of Marathon Petroleum Corporation. This represents a change in shares of -0.20% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F MARATHON PETE COM 56585A102 2,514 -5 -0.20 607 36.79 0.2293
2026-02-02 2025-12-31 13F/A-1 MARATHON PETE COM 56585A102 2,519 3 0.12 444 -9.96 0.1684
2026-01-29 2025-12-31 13F MARATHON PETE COM 56585A102 2,516 0 493 0.2125
2025-10-30 2025-09-30 13F MARATHON PETE COM 56585A102 2,516 2 0.08 493 16.59 0.2125
2025-08-05 2025-06-30 13F MARATHON PETE COM 56585A102 2,514 16 0.64 422 22.32 0.1986
2025-05-02 2025-03-31 13F MARATHON PETE COM 56585A102 2,498 -197 -7.31 345 -12.88 0.1700
2025-02-07 2024-12-31 13F MARATHON PETE COM 56585A102 2,695 2,695 396 0.1900
2024-11-08 2024-09-30 13F MARATHON PETE COM 56585A102 0 -2,361 -100.00 0 -100.00
2024-07-31 2024-06-30 13F MARATHON PETE COM 56585A102 2,361 180 8.25 387 -2.76 0.1944
2024-05-13 2024-03-31 13F MARATHON PETE COM 56585A102 2,181 2,181 399 0.2139
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.