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Annex Advisory Services’s MPLX MPLX Stock Holding History

Annex Advisory Services’s Portfolio MPLX Stock Details MPLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$281K Sell
4,986
-429
-8% -$23.9K ﹤0.01% 310
2026
Q1 		$309K Sell
5,415
-845
-13% -$47.9K 0.01% 300
2025
Q4 		$334K Buy
+6,260
New +$326K 0.01% 278

Other funds holding MPLX

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Annex Advisory Services's MPLX Position: Q2 2026 in Review

Annex Advisory Services reduced its MPLX (MPLX) stake by 7.9% in Q2 2026, selling an estimated $23.9K and leaving 4,986 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Annex Advisory Services first reported a position in MPLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $334K in Q4 2025. 101 funds tracked by Wall St. Rank hold MPLX as of Q2 2026.

  • Annex Advisory Services held 4,986 shares of MPLX worth $281K as of Q2 2026.
  • Annex Advisory Services sold 429 MPLX shares in Q2 2026, an estimated $23.9K.
  • MPLX made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #310 holding.
  • Annex Advisory Services first reported a position in MPLX in Q4 2025 and has held it in 3 quarters since.
  • Annex Advisory Services's MPLX position peaked at $334K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held MPLX as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.