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Disclosery

Peterson Wealth Services: MPC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peterson Wealth Services on MPC, newest first. How the timeline and the estimate are built.

Peterson Wealth Services held 18,461 MPC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,461 shares
    Change vs previous 13F +31 shares

    1.03% of the 13F portfolio, value $4,719,984.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 18,430 shares
    Change vs previous 13F -487 shares

    1.11% of the 13F portfolio, value $4,500,171.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 18,917 shares
    Change vs previous 13F -41,827 shares

    0.79% of the 13F portfolio, value $3,076,541.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 60,744 shares
    Change vs previous 13F +41,327 shares

    1.03% of the 13F portfolio, value $3,720,167.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 19,417 shares
    Change vs previous 13F +442 shares

    0.88% of the 13F portfolio, value $3,225,426.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 18,975 shares
    Change vs previous 13F +1,458 shares

    0.86% of the 13F portfolio, value $2,764,414.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 17,517 shares
    Change vs previous 13F +887 shares

    0.73% of the 13F portfolio, value $2,443,613.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 16,630 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,709,210.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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