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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 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Compass Wealth Management's MPLX Position: Q2 2025 in Review

Compass Wealth Management sold out of MPLX (MPLX) in Q2 2025, closing a stake of 1,000 shares — an estimated $53.5K sold.

Compass Wealth Management first reported a position in MPLX in Q4 2022 and held it in 10 quarters. The position peaked at $53.5K in Q1 2025. 575 funds tracked by Wall St. Rank hold MPLX as of Q2 2025.

  • Compass Wealth Management reported no remaining MPLX position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 1,000 MPLX shares in Q2 2025, an estimated $53.5K.
  • Compass Wealth Management first reported a position in MPLX in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's MPLX position peaked at $53.5K in Q1 2025.
  • 575 funds tracked by Wall St. Rank held MPLX as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.