MPC — MARATHON PETE CORP

Ownership history in Wealth Dimensions Group, Ltd.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. 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
0.05% (2025 Q3)
Avg. % of fund
0.05%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,292 +1 +0.1% 0.05% $249K $190.82
2025 Q2 INITIATED 1,291 — — 0.05% $215K $163.54
% 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%
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