Marathon Petroleum Corporation
MX ˙ BMV ˙ US56585A1025
SecurityMX:MPC / Marathon Petroleum Corporation
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership11,593 shares
Latest Disclosed Value $ 2,830,809
Institute for Wealth Management, LLC. reports 1.68% decrease in ownership of MPC / Marathon Petroleum Corporation

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 11,593 shares of Marathon Petroleum Corporation (MX:MPC) valued at $2,830,809 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 11,791 shares of Marathon Petroleum Corporation. This represents a change in shares of -1.68% 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)
2026-05-14 2026-03-31 13F MARATHON PETE COM 56585A102 11,593 -198 -1.68 2,831 47.63 0.3016
2026-01-27 2025-12-31 13F MARATHON PETE COM 56585A102 11,791 -317 -2.62 1,918 -17.83 0.2032
2025-10-17 2025-09-30 13F MARATHON PETE COM 56585A102 12,108 -58 -0.48 2,334 15.50 0.2431
2025-07-18 2025-06-30 13F MARATHON PETE COM 56585A102 12,166 1 0.01 2,021 14.00 0.2253
2025-04-21 2025-03-31 13F MARATHON PETE COM 56585A102 12,165 0 0.00 1,772 4.48 0.2274
2025-01-23 2024-12-31 13F MARATHON PETE COM 56585A102 12,165 -265 -2.13 1,697 -16.21 0.2126
2024-11-12 2024-09-30 13F MARATHON PETE COM 56585A102 12,430 -89 -0.71 2,025 -6.77 0.2555
2024-07-25 2024-06-30 13F MARATHON PETE COM 56585A102 12,519 319 2.61 2,172 -11.68 0.2911
2024-04-30 2024-03-31 13F MARATHON PETE COM 56585A102 12,200 38 0.31 2,458 36.25 0.3168
2024-01-31 2023-12-31 13F MARATHON PETE COM 56585A102 12,162 0 0.00 1,804 -1.96 0.2927
2023-10-13 2023-09-30 13F MARATHON PETE COM 56585A102 12,162 -44 -0.36 1,841 29.30 0.3319
2023-07-25 2023-06-30 13F MARATHON PETE COM 56585A102 12,206 0 0.00 1,423 -13.50 0.2401
2023-04-20 2023-03-31 13F MARATHON PETE COM 56585A102 12,206 -76 -0.62 1,646 15.12 0.3143
2023-02-02 2022-12-31 13F MARATHON PETE COM 56585A102 12,282 -66 -0.53 1,430 16.46 0.3005
2022-10-18 2022-09-30 13F MARATHON PETE COM 56585A102 12,348 -9 -0.07 1,227 20.77 0.2753
2022-07-25 2022-06-30 13F MARATHON PETE COM 56585A102 12,357 -43 -0.35 1,016 -4.15 0.1995
2022-04-29 2022-03-31 13F MARATHON PETE COM 56585A102 12,400 -160 -1.27 1,060 31.84 0.1715
2022-01-21 2021-12-31 13F MARATHON PETE COM 56585A102 12,560 -66 -0.52 804 3.08 0.1310
2021-11-15 2021-09-30 13F MARATHON PETE COM 56585A102 12,626 0 0.00 780 2.23 0.1369
2021-07-21 2021-06-30 13F MARATHON PETE COM 56585A102 12,626 0 0.00 763 13.04 0.1340
2021-05-04 2021-03-31 13F MARATHON PETE COM 56585A102 12,626 -950 -7.00 675 20.11 0.1283
2021-02-01 2020-12-31 13F MARATHON PETE COM 56585A102 13,576 -632 -4.45 562 34.77 0.1117
2020-11-03 2020-09-30 13F MARATHON PETE COM 56585A102 14,208 -438 -2.99 417 -23.77 0.0952
2020-07-30 2020-06-30 13F MARATHON PETE COM 56585A102 14,646 -961 -6.16 547 48.24 0.1339
2020-04-29 2020-03-31 13F MARATHON PETE COM 56585A102 15,607 -5,181 -24.92 369 -70.53 0.1138
2020-02-27 2019-12-31 13F/A-1 MARATHON PETE COM 56585A102 20,788 77 0.37 1,252 -0.48 0.2827
2020-01-27 2019-12-31 13F MARATHON PETE COM 56585A102 1,252 -19,459 1,252 290,739.5280
2019-10-28 2019-09-30 13F MARATHON PETE COM 56585A102 20,711 -35 -0.17 1,258 8.54 0.3171
2019-08-02 2019-06-30 13F MARATHON PETE COM 56585A102 20,746 -161 -0.77 1,159 -7.35 0.2565
2019-05-15 2019-03-31 13F MARATHON PETE COM 56585A102 20,907 -684 -3.17 1,251 -1.81 0.2720
2019-02-08 2018-12-31 13F MARATHON PETE COM 56585A102 21,591 7,221 50.25 1,274 4.77 0.5229
2018-10-29 2018-09-30 13F MARATHON PETE COM 56585A102 14,370 -87 -0.60 1,216 19.92 0.4104
2018-08-10 2018-06-30 13F MARATHON PETE COM 56585A102 14,457 -70 -0.48 1,014 -6.72 0.3231
2018-05-15 2018-03-31 13F MARATHON PETE COM 56585A102 14,527 -771 -5.04 1,087 7.73 0.3204
2018-02-12 2017-12-31 13F MARATHON PETE COM 56585A102 15,298 181 1.20 1,009 18.85 0.2329
2017-11-14 2017-09-30 13F MARATHON PETE COM 56585A102 15,117 100 0.67 849 8.57 0.2761
2017-08-14 2017-06-30 13F MARATHON PETE COM 56585A102 15,017 15,017 782 0.2151
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.