MPC MARATHON PETE CORP

Ownership history in Berry Wealth Group, LP  ·  9 quarters on record

This page tracks every 13F SEC filing in which Berry Wealth Group, LP reported a position in MARATHON PETE CORP (MPC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.1% (2025 Q3)
Avg. % of fund
4.97%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 12,523 -352 -2.7% 7.15% $2.0M $161.82
2025 Q3 REDUCED 12,875 -14,535 -53.0% 8.10% $2.5M $190.82
2025 Q2 ADDED 27,410 +43 +0.2% 3.19% $4.6M $163.54
2025 Q1 REDUCED 27,367 -1,439 -5.0% 3.12% $4.0M $142.63
2024 Q4 REDUCED 28,806 -1,136 -3.8% 2.90% $4.0M $135.79
2024 Q3 REDUCED 29,942 -6,794 -18.5% 3.50% $4.9M $157.67
2024 Q2 ADDED 36,736 +336 +0.9% 5.09% $6.4M $167.09
2024 Q1 REDUCED 36,400 -4,379 -10.7% 6.09% $7.3M $193.16
2023 Q4 INITIATED 40,779 5.57% $6.0M
% of Fund (quarterly)    MPC price (monthly, adj. close)
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