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Forum Financial Management’s MPLX MPLX Stock Holding History

Forum Financial 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
2026
Q2 		$3.51M Buy
62,292
+8
+0% +$446 0.05% 66
2026
Q1 		$3.55M Buy
62,284
+514
+0.8% +$29.1K 0.05% 62
2025
Q4 		$3.3M Buy
+61,770
New +$3.22M 0.04% 98

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

Forum Financial Management's MPLX Position: Q2 2026 in Review

Forum Financial Management increased its MPLX (MPLX) stake by 0.01% in Q2 2026, buying an estimated $446 and bringing the position to 62,292 shares worth $3.51M. The position accounts for 0.05% of the portfolio, ranked #66.

Forum Financial Management first reported a position in MPLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.55M in Q1 2026. 637 funds tracked by Wall St. Rank hold MPLX as of Q2 2026.

  • Forum Financial Management held 62,292 shares of MPLX worth $3.51M as of Q2 2026.
  • Forum Financial Management bought 8 MPLX shares in Q2 2026, an estimated $446.
  • MPLX made up 0.05% of Forum Financial Management's portfolio in Q2 2026, its #66 holding.
  • Forum Financial Management first reported a position in MPLX in Q4 2025 and has held it in 3 quarters since.
  • Forum Financial Management's MPLX position peaked at $3.55M in Q1 2026.
  • 637 funds tracked by Wall St. Rank held MPLX as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.