SEC 13F Intelligence

Mittelman Wealth Management / MPC

Mittelman Wealth Management’s Marathon Pete Corp Position

Does Mittelman Wealth Management own Marathon Pete Corp (MPC)? Not currently — the last reported position was 10.7K shares worth $2M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2024
Shares
10.7K
% of Portfolio
+1.20%
Quarters Held
2
position exited

Position History MPC

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $2MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202410.7K$2M+1.20%
Q1 202410.7K$2M+1.46%

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