Marathon Petroleum Corporation
MX ˙ BMV ˙ US56585A1025
SecurityMX:MPC / Marathon Petroleum Corporation
InstitutionBerry Wealth Group, LP
Latest Disclosed Ownership12,220 shares
Latest Disclosed Value $ 2,983,905
Berry Wealth Group, LP reports 2.42% decrease in ownership of MPC / Marathon Petroleum Corporation

On April 22, 2026 - Berry Wealth Group, LP filed a 13F-HR form disclosing ownership of 12,220 shares of Marathon Petroleum Corporation (MX:MPC) valued at $2,983,905 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 12,523 shares of Marathon Petroleum Corporation. This represents a change in shares of -2.42% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F MARATHON PETE COM 56585A102 12,220 -303 -2.42 2,984 46.51 11.1500
2026-02-04 2025-12-31 13F MARATHON PETE COM 56585A102 12,523 -352 -2.73 2,037 -17.94 7.1509
2025-11-12 2025-09-30 13F MARATHON PETE COM 56585A102 12,875 -14,535 -53.03 2,482 -45.51 8.0990
2025-08-13 2025-06-30 13F MARATHON PETE COM 56585A102 27,410 43 0.16 4,553 14.20 3.1858
2025-04-23 2025-03-31 13F MARATHON PETE COM 56585A102 27,367 -1,439 -5.00 3,987 -0.77 3.1190
2025-01-24 2024-12-31 13F MARATHON PETE COM 56585A102 28,806 -1,136 -3.79 4,018 -17.61 2.8988
2024-10-21 2024-09-30 13F MARATHON PETE COM 56585A102 29,942 -6,794 -18.49 4,878 -23.46 3.4958
2024-07-31 2024-06-30 13F MARATHON PETE COM 56585A102 36,736 336 0.92 6,373 -13.12 5.0895
2024-04-22 2024-03-31 13F MARATHON PETE COM 56585A102 36,400 -4,379 -10.74 7,335 21.24 6.0850
2024-02-05 2023-12-31 13F MARATHON PETE COM 56585A102 40,779 40,779 6,050 5.5656
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.