MPC — MARATHON PETE CORP

Ownership history in Simplicity Wealth,LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC 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
0.08% (2024 Q4)
Avg. % of fund
0.04%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,031 -267 -11.6% 0.02% $391K $190.82
2025 Q2 REDUCED 2,298 -915 -28.5% 0.02% $382K $163.54
2025 Q1 ADDED 3,213 +444 +16.0% 0.04% $468K $142.63
2024 Q4 ADDED 2,769 +18 +0.7% 0.08% $386K $135.79
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MPC price (monthly, adj. close)

Other funds also holding MPC

As of 2025 Q4 — sorted by position size

Berry Wealth Group, LP 7.15% Praetorian PR LLC 6.7% MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 3Y 7Y 4.94% Arrow Capital Pty Ltd 4.68% Recurrent Investment Advisors LLC 3Y 3.39% THOMIST CAPITAL MANAGEMENT, LP 3Y 3.34% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 3.19% COBALT CAPITAL MANAGEMENT, INC. 3Y 7Y 2.88% Sitrin Capital Management LLC 3Y 7Y 2.88% Summit Street Capital Management, LLC 3Y 7Y 2.69%
← Back to Simplicity Wealth,LLC Holdings