Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$714M Buy
12,507,539
+40,552
+0.3% +$2.3M 0.08% 243
2025
Q4
$665M Sell
12,466,987
-629,242
-5% -$32.8M 0.08% 217
2025
Q3
$654M Sell
13,096,229
-1,049,561
-7% -$53.2M 0.08% 227
2025
Q2
$729M Buy
14,145,790
+496,566
+4% +$25.2M 0.1% 189
2025
Q1
$731M Buy
13,649,224
+83,392
+0.6% +$4.37M 0.12% 158
2024
Q4
$649M Sell
13,565,832
-1,369,461
-9% -$63.7M 0.1% 175
2024
Q3
$664M Sell
14,935,293
-842,299
-5% -$36M 0.11% 175
2024
Q2
$672M Buy
15,777,592
+1,203,534
+8% +$49.6M 0.11% 167
2024
Q1
$606M Sell
14,574,058
-2,358,241
-14% -$91.4M 0.11% 184
2023
Q4
$622M Buy
16,932,299
+1,285,400
+8% +$46.2M 0.11% 176
2023
Q3
$557M Buy
15,646,899
+2,460,306
+19% +$85.9M 0.12% 160
2023
Q2
$448M Sell
13,186,593
-353,990
-3% -$12.1M 0.1% 186
2023
Q1
$466M Buy
13,540,583
+372,553
+3% +$12.8M 0.11% 185
2022
Q4
$432M Buy
13,168,030
+416,783
+3% +$13.6M 0.11% 190
2022
Q3
$383M Buy
12,751,247
+234,737
+2% +$7.38M 0.1% 189
2022
Q2
$365M Sell
12,516,510
-1,894,693
-13% -$60.7M 0.09% 181
2022
Q1
$478M Sell
14,411,203
-64,452
-0.4% -$2.08M 0.1% 178
2021
Q4
$428M Buy
14,475,655
+170,707
+1% +$5.12M 0.09% 225
2021
Q3
$407M Sell
14,304,948
-1,071,378
-7% -$30.4M 0.09% 208
2021
Q2
$455M Sell
15,376,326
-3,253,803
-17% -$92.1M 0.1% 171
2021
Q1
$477M Sell
18,630,129
-1,710,413
-8% -$42M 0.12% 156
2020
Q4
$440M Buy
20,340,542
+14,707
+0.1% +$290K 0.11% 160
2020
Q3
$320M Sell
20,325,835
-1,216,726
-6% -$22M 0.09% 196
2020
Q2
$372M Sell
21,542,561
-5,758,491
-21% -$98.3M 0.11% 160
2020
Q1
$317M Buy
27,301,052
+1,062,884
+4% +$21.8M 0.11% 170
2019
Q4
$668M Sell
26,238,168
-3,563,197
-12% -$90.8M 0.17% 109
2019
Q3
$835M Buy
29,801,365
+7,003,873
+31% +$205M 0.24% 72
2019
Q2
$734M Buy
22,797,492
+361,479
+2% +$11.5M 0.21% 76
2019
Q1
$738M Buy
22,436,013
+954,220
+4% +$32M 0.22% 77
2018
Q4
$651M Buy
21,481,793
+1,582,812
+8% +$52.8M 0.21% 80
2018
Q3
$690M Sell
19,898,981
-1,204,827
-6% -$43.1M 0.18% 94
2018
Q2
$720M Buy
21,103,808
+2,981,947
+16% +$104M 0.2% 83
2018
Q1
$599M Buy
18,121,861
+407,519
+2% +$14.6M 0.15% 124
2017
Q4
$628M Buy
17,714,342
+541,093
+3% +$19.1M 0.15% 114
2017
Q3
$601M Sell
17,173,249
-1,150,373
-6% -$39.7M 0.15% 110
2017
Q2
$612M Buy
18,323,622
+2,151,784
+13% +$74.5M 0.16% 101
2017
Q1
$583M Buy
16,171,838
+1,176,840
+8% +$43.4M 0.16% 106
2016
Q4
$519M Buy
14,994,998
+467,693
+3% +$15.2M 0.15% 111
2016
Q3
$492M Sell
14,527,305
-2,347,865
-14% -$77.5M 0.15% 101
2016
Q2
$568M Sell
16,875,170
-2,628,159
-13% -$83.4M 0.19% 78
2016
Q1
$579M Buy
19,503,329
+8,827,307
+83% +$240M 0.19% 85
2015
Q4
$420M Buy
10,676,022
+7,992,489
+298% +$302M 0.13% 145
2015
Q3
$103M Buy
2,683,533
+1,152,662
+75% +$58.9M 0.03% 606
2015
Q2
$109M Buy
1,530,871
+102,610
+7% +$7.59M 0.03% 608
2015
Q1
$105M Sell
1,428,261
-85,627
-6% -$6.5M 0.03% 624
2014
Q4
$111M Buy
1,513,888
+741,198
+96% +$47.2M 0.04% 618
2014
Q3
$45.5M Sell
772,690
-61,969
-7% -$3.8M 0.01% 1138
2014
Q2
$53.8M Sell
834,659
-28,090
-3% -$1.6M 0.02% 1041
2014
Q1
$42.3M Sell
862,749
-34,074
-4% -$1.58M 0.01% 1181
2013
Q4
$39.9M Sell
896,823
-48,363
-5% -$1.83M 0.01% 1212
2013
Q3
$34.4M Buy
945,186
+47,030
+5% +$1.7M 0.01% 1227
2013
Q2
$33.1M Buy
+898,156
New +$33.4M 0.01% 1167

Other funds holding MPLX