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Compass Wealth Management LLC

SEC CIK
0001965653
Latest filing
Aug 7, 2026

MPC holding history

Marathon Petroleum Corp in every 13F filed by Compass 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 2026 holdings

Shares (Q2 2026)
785
Value
$200.7K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2022
Holdings of MPC by Compass Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026785$200.7K<0.1%+785NewHolders
Q2 20250$00.0%−785−100.0%Sold outHolders
Q1 2025785$114.4K<0.1%00.0%UnchangedHolders
Q4 2024785$109.5K<0.1%00.0%UnchangedHolders
Q3 2024785$127.9K<0.1%00.0%UnchangedHolders
Q2 2024785$136.2K<0.1%00.0%UnchangedHolders
Q1 2024785$158.2K<0.1%00.0%UnchangedHolders
Q4 2023785$116.5K<0.1%00.0%UnchangedHolders
Q3 2023785$118.8K<0.1%00.0%UnchangedHolders
Q2 2023785$91.5K<0.1%00.0%UnchangedHolders
Q1 2023785$105.8K<0.1%00.0%UnchangedHolders
Q4 2022785$91.4K<0.1%–No prior filingHolders