MARINE PETROLEUM TRUST - MARPS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 35,837 | 161 | 0.01% | 0.01% | 1 | +20,214 | 129.39% | Q2 2026 | Jul 29, 2026 |
| Welch Group, LLC | History | Added to | 19,956 | 90 | 0.0% | 0.0% | 2 | +4,000 | 25.07% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | Reduced | 2,477 | 11 | 0.0% | 0.0% | 3 | -7 | -0.28% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 733 | 3 | 0.0% | 0.0% | 4 | +533 | 266.5% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 528 | 2 | 0.0% | 0.0% | 5 | +11 | 2.13% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | Reduced | 317 | 1 | 0.0% | 0.0% | 6 | -280 | -46.9% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -27,225 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |