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Phoenix Wealth Advisors: MPC position timeline

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

Phoenix Wealth Advisors held 14,355 MPC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,355 shares
    Change vs previous 13F -492 shares

    1.24% of the 13F portfolio, value $3,670,259.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    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 14,847 shares
    Change vs previous 13F -391 shares

    1.43% of the 13F portfolio, value $3,625,338.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    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 15,238 shares
    Change vs previous 13F -203 shares

    0.95% of the 13F portfolio, value $2,478,235.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    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 15,441 shares
    Change vs previous 13F -404 shares

    1.14% of the 13F portfolio, value $2,976,079.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    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 15,845 shares
    Change vs previous 13F -1,291 shares

    1.1% of the 13F portfolio, value $2,632,071.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    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 17,136 shares
    Change vs previous 13F -176 shares

    1.09% of the 13F portfolio, value $2,496,504.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    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 17,312 shares
    Change vs previous 13F -407 shares

    1.05% of the 13F portfolio, value $2,415,024.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    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 17,719 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,886,602.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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