SEC 13F Intelligence

Peterson Wealth Services / MPC

Peterson Wealth Services’s Marathon Pete Corp Position

Does Peterson Wealth Services own Marathon Pete Corp (MPC)? Yes18.4K shares worth $5M (+1.11% of its 13F portfolio) as of Q1 2026, down from 18.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
18.4K
% of Portfolio
+1.11%
Quarters Held
18
currently held

Position History MPC

Reported value by quarter
Q4 ’21: $412,000Q4 ’21Q1 ’22: $564,000Q2 ’22: $618,000Q3 ’22: $867,000Q3 ’22Q4 ’22: $1MQ1 ’23: $1MQ2 ’23: $1MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $2MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $4MQ3 ’25Q4 ’25: $3MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.4K$5M+1.11%
Q4 202518.9K$3M+0.79%
Q3 202560.7K$4M+0.92%
Q2 202519.4K$3M+0.88%
Q1 202519.0K$3M+0.86%
Q4 202417.5K$2M+0.73%
Q3 202416.6K$3M+0.87%
Q2 202415.0K$3M+0.91%
Q1 202414.7K$3M+1.08%
Q4 202314.0K$2M+0.89%
Q3 202310.8K$2M+1.22%
Q2 202310.7K$1M+0.60%
Q1 202311.0K$1M+0.77%
Q4 20229.5K$1M+0.63%
Q3 20228.7K$867,000+0.61%
Q2 20227.5K$618,000+0.45%
Q1 20226.6K$564,000+0.35%
Q4 20216.4K$412,000+0.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peterson Wealth Services’s full portfolio or all institutional holders of MPC.