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Congress Wealth Management LLC

SEC CIK
0001904976
Latest filing
Aug 13, 2025

MPC holding history

Marathon Petroleum Corp in every 13F filed by Congress Wealth Management 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 2025 holdings

Shares (Q2 2025)
2,588
Value
$430.0K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2023
Holdings of MPC by Congress Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20252,588$430.0K<0.1%+434+20.1%AddedHolders
Q1 20252,154$315.1K<0.1%−427−16.5%ReducedHolders
Q4 20242,581$360.1K<0.1%+2,581NewHolders
Q2 20240$00.0%−1,077−100.0%Sold outHolders
Q1 20241,077$217.1K<0.1%−1,754−62.0%ReducedHolders
Q4 20232,831$420.1K<0.1%+2,831NewHolders