Marathon Petroleum Corporation
MX ˙ BMV ˙ US56585A1025
SecurityMX:MPC / Marathon Petroleum Corporation
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership2,935 shares
Latest Disclosed Value $ 716,668
Geneos Wealth Management Inc. reports 7.59% increase in ownership of MPC / Marathon Petroleum Corporation

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 2,935 shares of Marathon Petroleum Corporation (MX:MPC) valued at $716,668 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 2,728 shares of Marathon Petroleum Corporation. This represents a change in shares of 7.59% 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)
2026-05-04 2026-03-31 13F MARATHON PETE COM 56585A102 2,935 207 7.59 717 61.63 0.0166
2026-01-28 2025-12-31 13F MARATHON PETE COM 56585A102 2,728 0 0.00 444 -15.62 0.0109
2025-10-22 2025-09-30 13F MARATHON PETE COM 56585A102 2,728 -1,848 -40.38 526 -30.92 0.0133
2025-08-18 2025-06-30 13F MARATHON PETE COM 56585A102 4,576 481 11.75 760 27.52 0.0186
2025-05-21 2025-03-31 13F/A-1 MARATHON PETE COM 56585A102 4,095 400 10.83 597 15.73 0.0200
2025-05-08 2025-03-31 13F MARATHON PETE COM 56585A102 5,574 1,879 812 0.0205
2025-01-21 2024-12-31 13F MARATHON PETE COM 56585A102 3,695 -639 -14.74 515 -27.05 0.0181
2024-11-14 2024-09-30 13F MARATHON PETE COM 56585A102 4,334 1,251 40.58 706 32.21 0.0269
2024-07-23 2024-06-30 13F MARATHON PETE COM 56585A102 3,083 1,127 57.62 535 35.53 0.0237
2024-05-03 2024-03-31 13F MARATHON PETE COM 56585A102 1,956 -30 -1.51 394 34.01 0.0180
2024-01-26 2023-12-31 13F MARATHON PETE COM 56585A102 1,986 -1,667 -45.63 295 -46.74 0.0145
2023-10-11 2023-09-30 13F MARATHON PETE COM 56585A102 3,653 -51,663 -93.40 553 -91.44 0.0285
2023-08-08 2023-06-30 13F MARATHON PETE COM 56585A102 55,316 9,119 19.74 6,450 3.55 0.3378
2023-04-25 2023-03-31 13F MARATHON PETE COM 56585A102 46,197 -12,824 -21.73 6,229 -9.33 0.3782
2023-01-31 2022-12-31 13F MARATHON PETE COM 56585A102 59,021 8,323 16.42 6,869 36.43 0.4160
2022-11-14 2022-09-30 13F MARATHON PETE COM 56585A102 50,698 -8,861 -14.88 5,035 0.08 0.3467
2022-07-22 2022-06-30 13F MARATHON PETE COM 56585A102 59,559 224 0.38 5,031 -0.83 0.2485
2022-05-16 2022-03-31 13F MARATHON PETE COM 56585A102 59,335 -14,046 -19.14 5,073 7.96 0.2179
2022-02-09 2021-12-31 13F MARATHON PETE COM 56585A102 73,381 -25,140 -25.52 4,699 -25.02 0.1789
2021-11-09 2021-09-30 13F MARATHON PETE COM 56585A102 98,521 -349 -0.35 6,267 3.79 0.2401
2021-07-08 2021-06-30 13F MARATHON PETE COM 56585A102 98,870 -4,391 -4.25 6,038 5.08 0.2355
2021-06-17 2021-03-31 13F MARATHON PETE COM 56585A102 103,261 -1,088 -1.04 5,746 2.61 0.1604
2021-05-19 2020-12-31 13F MARATHON PETE COM 56585A102 104,349 -8,448 -7.49 5,600 73.27 0.2249
2021-09-07 2020-09-30 13F MARATHON PETE COM 56585A102 112,797 -21,022 -15.71 3,232 -31.74 0.1675
2021-09-07 2020-06-30 13F MARATHON PETE COM 56585A102 133,819 3,820 2.94 4,735 57.10 0.2634
2021-09-07 2020-03-31 13F MARATHON PETE COM 56585A102 129,999 29,243 29.02 3,014 -50.45 0.2025
2021-09-07 2019-12-31 13F MARATHON PETE COM 56585A102 100,756 5,120 5.35 6,083 1.91 0.3245
2021-09-07 2019-09-30 13F MARATHON PETE COM 56585A102 95,636 4,814 5.30 5,969 17.62 0.3565
2021-09-07 2019-06-30 13F MARATHON PETE COM 56585A102 90,822 5,692 6.69 5,075 -0.39 0.3148
2021-09-07 2019-03-31 13F MARATHON PETE COM 56585A102 85,130 757 0.90 5,095 3.66 0.3362
2021-09-07 2018-12-31 13F MARATHON PETE COM 56585A102 84,373 -202 -0.24 4,915 -27.33 0.3636
2021-09-07 2018-09-30 13F MARATHON PETE COM 56585A102 84,575 -6,846 -7.49 6,763 5.38 0.4503
2021-09-07 2018-06-30 13F MARATHON PETE COM 56585A102 91,421 1,960 2.19 6,418 -1.87 0.5003
2021-09-07 2018-03-31 13F MARATHON PETE COM 56585A102 89,461 208 0.23 6,540 11.04 0.5711
2021-09-07 2017-12-31 13F MARATHON PETE COM 56585A102 89,253 474 0.53 5,890 18.20 0.5263
2021-09-07 2017-09-30 13F MARATHON PETE COM 56585A102 88,779 -3,961 -4.27 4,983 2.30 0.4950
2021-09-07 2017-06-30 13F MARATHON PETE COM 56585A102 92,740 10,761 13.13 4,871 17.01 0.4997
2021-09-07 2017-03-31 13F MARATHON PETE COM 56585A102 81,979 17,517 27.17 4,163 28.29 0.4329
2021-09-07 2016-12-31 13F MARATHON PETE COM 56585A102 64,462 14,283 28.46 3,245 58.84 0.4281
2021-09-07 2016-09-30 13F MARATHON PETE COM 56585A102 50,179 37,711 302.46 2,043 317.79 0.2751
2021-09-07 2016-06-30 13F MARATHON PETE COM 56585A102 12,468 -1,086 -8.01 489 -0.81 0.0709
2021-09-07 2016-03-31 13F MARATHON PETE COM 56585A102 13,554 13,554 493 0.0754
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.