Caldwell Trust’s MPLX MPLX Stock Holding History

Caldwell Trust’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	$109K	Buy	1,935 +1,300	+205%	+$72.5K	0.01%	397
2026 Q1	$36.2K	Hold	635	–	–	﹤0.01%	528
2025 Q4	$33.9K	Hold	635	–	–	﹤0.01%	525
2025 Q3	$31.7K	Hold	635	–	–	﹤0.01%	527
2025 Q2	$32.7K	Hold	635	–	–	﹤0.01%	512
2025 Q1	$34K	Hold	635	–	–	﹤0.01%	498
2024 Q4	$30.4K	Hold	635	–	–	﹤0.01%	504
2024 Q3	$28.2K	Hold	635	–	–	﹤0.01%	513
2024 Q2	$27K	Hold	635	–	–	﹤0.01%	513
2024 Q1	$26.4K	Hold	635	–	–	﹤0.01%	524
2023 Q4	$23.3K	Hold	635	–	–	﹤0.01%	536
2023 Q3	$22.6K	Sell	635 -200	-24%	-$6.98K	﹤0.01%	530
2023 Q2	$28.3K	Buy	+835	New	+$28.5K	﹤0.01%	520

Other funds holding MPLX

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caldwell Trust's MPLX Position: Q2 2026 in Review

Caldwell Trust increased its MPLX (MPLX) stake by 205% in Q2 2026, buying an estimated $72.5K and bringing the position to 1,935 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #397.

Caldwell Trust first reported a position in MPLX in Q2 2023 and has held it in 13 quarters since. 640 funds tracked by Wall St. Rank hold MPLX as of Q2 2026.

Caldwell Trust held 1,935 shares of MPLX worth $109K as of Q2 2026.
Caldwell Trust bought 1,300 MPLX shares in Q2 2026, an estimated $72.5K.
MPLX made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #397 holding.
Caldwell Trust first reported a position in MPLX in Q2 2023 and has held it in 13 quarters since.
640 funds tracked by Wall St. Rank held MPLX as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.