Skip to content
Disclosery

Occidental Asset Management, LLC: MPC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Occidental Asset Management, LLC on MPC, newest first. How the timeline and the estimate are built.

Occidental Asset Management, LLC held 16,795 MPC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,795 shares
    Change vs previous 13F +12,860 shares

    0.43% of the 13F portfolio, value $4,293,893.

    13F-HR 0001214659-26-009760 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,935 shares
    Change vs previous 13F +488 shares

    0.11% of the 13F portfolio, value $960,793.

    13F-HR 0001214659-26-004706 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,447 shares
    Change vs previous 13F +128 shares

    0.07% of the 13F portfolio, value $560,598.

    13F-HR 0001214659-26-000248 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,319 shares
    Change vs previous 13F +129 shares

    0.08% of the 13F portfolio, value $639,661.

    13F-HR 0001214659-25-015461 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,190 shares
    Change vs previous 13F +1,057 shares

    0.07% of the 13F portfolio, value $529,833.

    13F-HR 0001214659-25-010386 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,133 shares
    Change vs previous 13F +215 shares

    0.05% of the 13F portfolio, value $310,757.

    13F-HR 0001214659-25-007758 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,918 shares
    Change vs previous 13F +202 shares

    0.04% of the 13F portfolio, value $267,561.

    13F-HR 0001214659-25-000577 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,716 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $279,554.

    13F-HR 0001214659-24-017492 filed by Occidental Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).