MPC β€” MARATHON PETE CORP

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

AI Ownership Summary

Berry Wealth Group, LP reported MARATHON PETE CORP (MPC) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.1% in 2025 Q3. The latest visible filing shows MPC at 7.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Berry Wealth Group, LP's position in MARATHON PETE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MPC was reported at 7.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.1% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Berry Wealth Group, LP held MPC β€” position size vs. price
% of Fund (quarterly)    MPC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12,523 -352 -2.7% 7.15% $2.0M 2026-02-14 (Est.) $202.25
2025 Q3 REDUCED 12,875 -14,535 -53.0% 8.10% $2.5M 2025-11-12 $194.94
2025 Q2 ADDED 27,410 +43 +0.2% 3.19% $4.6M 2025-08-13 $159.23
2025 Q1 REDUCED 27,367 -1,439 -5.0% 3.12% $4.0M 2025-04-23 $131.48
2024 Q4 REDUCED 28,806 -1,136 -3.8% 2.90% $4.0M 2025-01-24 $147.58
2024 Q3 REDUCED 29,942 -6,794 -18.5% 3.50% $4.9M 2024-10-21 $151.86
2024 Q2 ADDED 36,736 +336 +0.9% 5.09% $6.4M 2024-07-31 $170.50
2024 Q1 REDUCED 36,400 -4,379 -10.7% 6.09% $7.3M 2024-04-22 $190.05
2023 Q4 INITIATED 40,779 β€” β€” 5.57% $6.0M 2024-02-05 $163.24

FAQ About Berry Wealth Group, LP and MPC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Berry Wealth Group, LP reported owning MPC?

Berry Wealth Group, LP reported MPC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MPC position in Berry Wealth Group, LP's portfolio?

The largest reported portfolio weight for MPC was 8.10% in 2025 Q3.

What is the latest reported MPC position on this page?

The most recent filing on this page is 2025 Q4, when Berry Wealth Group, LP reported 12,523 shares, equal to 7.15% of portfolio, with an estimated market value of $2.0M.

What does the chart on this MPC ownership page compare?

The chart compares Berry Wealth Group, LP's quarterly MPC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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