CWM
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Compass Wealth Management’s MPLX MPLX Stock Holding History

Compass Wealth Management’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
2025
Q2 		– Sell
-1,000
Closed -$53.5K – 304
2025
Q1 		$53.5K Hold
1,000
– – 0.01% 236
2024
Q4 		$47.9K Hold
1,000
– – 0.01% 249
2024
Q3 		$44.5K Hold
1,000
– – 0.01% 262
2024
Q2 		$42.6K Hold
1,000
– – 0.01% 264
2024
Q1 		$41.6K Sell
1,000
-250
-20% -$9.69K 0.01% 265
2023
Q4 		$45.9K Hold
1,250
– – 0.01% 252
2023
Q3 		$44.5K Hold
1,250
– – 0.01% 244
2023
Q2 		$42.4K Hold
1,250
– – 0.01% 254
2023
Q1 		$43.1K Hold
1,250
– – 0.01% 251
2022
Q4 		$41K Buy
+1,250
New +$40.9K 0.01% 253

Other funds holding MPLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return