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Fortem Financial Group’s MPLX MPLX Stock Holding History

Fortem Financial Group’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 		$1.64M Sell
29,190
-883
-3% -$49.3K 0.34% 71
2026
Q1 		$1.72M Buy
30,073
+1,979
+7% +$112K 0.43% 62
2025
Q4 		$1.5M Sell
28,094
-816
-3% -$42.6K 0.4% 66
2025
Q3 		$1.44M Sell
28,910
-108
-0.4% -$5.48K 0.41% 66
2025
Q2 		$1.49M Buy
29,018
+1,141
+4% +$58K 0.48% 60
2025
Q1 		$1.49M Sell
27,877
-224
-0.8% -$11.7K 0.58% 51
2024
Q4 		$1.34M Buy
28,101
+3,501
+14% +$163K 0.52% 54
2024
Q3 		$1.09M Sell
24,600
-6,133
-20% -$262K 0.44% 70
2024
Q2 		$1.31M Sell
30,733
-3,952
-11% -$163K 0.56% 52
2024
Q1 		$1.44M Buy
34,685
+1,417
+4% +$54.9K 0.63% 47
2023
Q4 		$1.22M Sell
33,268
-1,312
-4% -$47.2K 0.61% 51
2023
Q3 		$1.23M Sell
34,580
-2,211
-6% -$77.2K 0.72% 38
2023
Q2 		$1.25M Sell
36,791
-1,870
-5% -$63.9K 0.74% 39
2023
Q1 		$1.33M Buy
38,661
+82
+0.2% +$2.82K 0.87% 36
2022
Q4 		$1.27M Buy
38,579
+5,267
+16% +$172K 0.74% 38
2022
Q3 		$1M Buy
33,312
+5,463
+20% +$172K 0.69% 45
2022
Q2 		$812K Buy
+27,849
New +$892K 0.53% 64
2021
Q1 		– Sell
-3,793
Closed -$82K – 338
2020
Q4 		$82K Buy
+3,793
New +$74.8K 0.05% 194

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 $32.9B AUM 23.66% 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
Mirae Asset Global ETFs Holdings
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fortem Financial Group's MPLX Position: Q2 2026 in Review

Fortem Financial Group reduced its MPLX (MPLX) stake by 2.9% in Q2 2026, selling an estimated $49.3K and leaving 29,190 shares worth $1.64M. The position accounts for 0.34% of the portfolio, ranked #71.

Fortem Financial Group first reported a position in MPLX in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.72M in Q1 2026. 637 funds tracked by Wall St. Rank hold MPLX as of Q2 2026.

  • Fortem Financial Group held 29,190 shares of MPLX worth $1.64M as of Q2 2026.
  • Fortem Financial Group sold 883 MPLX shares in Q2 2026, an estimated $49.3K.
  • MPLX made up 0.34% of Fortem Financial Group's portfolio in Q2 2026, its #71 holding.
  • Fortem Financial Group first reported a position in MPLX in Q4 2020 and has held it in 18 quarters since.
  • Fortem Financial Group's MPLX position peaked at $1.72M in Q1 2026.
  • 637 funds tracked by Wall St. Rank held MPLX as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.