MPC MARATHON PETE CORPORATION

Ownership history in ForthRight Wealth Management, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in MARATHON PETE CORPORATION (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
0.81% (2024 Q1)
Avg. % of fund
0.58%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 9,602 0% 0.45% $1.6M $161.82
2025 Q3 UNCHANGED 9,602 0% 0.54% $1.9M $190.82
2025 Q2 REDUCED 9,602 -700 -6.8% 0.50% $1.6M $163.54
2025 Q1 UNCHANGED 10,302 0% 0.50% $1.5M $142.63
2024 Q4 REDUCED 10,302 -480 -4.5% 0.48% $1.4M $135.79
2024 Q3 UNCHANGED 10,782 0% 0.58% $1.8M $157.67
2024 Q2 REDUCED 10,782 -377 -3.4% 0.67% $1.9M $167.09
2024 Q1 UNCHANGED 11,159 0% 0.81% $2.2M $193.16
2023 Q4 REDUCED 11,159 -407 -3.5% 0.64% $1.7M $141.53
2023 Q3 UNCHANGED 11,566 0% 0.75% $1.8M $143.58
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MPC price (monthly, adj. close)
← Back to ForthRight Wealth Management, LLC Holdings