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Summit Wealth Group, LLC

SEC CIK
0001802865
Latest filing
Aug 4, 2026

MPC holding history

Marathon Petroleum Corp in every 13F filed by Summit Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MPC overviewAll 13F holders of MPCFull Q2 2026 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2021
Holdings of MPC by Summit Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−4,000−100.0%Sold outHolders
Q4 20214,000$256.0K0.3%+4,000NewHolders
Q3 20210$00.0%−69−100.0%Sold outHolders
Q2 202169$4.00K<0.1%00.0%UnchangedHolders
Q1 202169$4.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.