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Heritage Trust’s MPLX MPLX Stock Holding History

Heritage Trust’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
Q1 		– Sell
-6,603
Closed -$316K – 310
2024
Q4 		$316K Buy
+6,603
New +$307K 0.04% 253
2024
Q2 		$281K Hold
6,603
– – 0.04% 246
2024
Q1 		$274K Sell
6,603
-6,427
-49% -$249K 0.04% 245
2023
Q4 		$478K Sell
13,030
-2,765
-18% -$99.4K 0.07% 197
2023
Q3 		$562K Hold
15,795
– – 0.09% 170
2023
Q2 		$536K Hold
15,795
– – 0.08% 177
2023
Q1 		$544K Hold
15,795
– – 0.09% 173
2022
Q4 		$519K Hold
15,795
– – 0.08% 176
2022
Q3 		$474K Hold
15,795
– – 0.08% 180
2022
Q2 		$460K Buy
+15,795
New +$506K 0.08% 185

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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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

Heritage Trust's MPLX Position: Q1 2025 in Review

Heritage Trust sold out of MPLX (MPLX) in Q1 2025, closing a stake of 6,603 shares — an estimated $316K sold.

Heritage Trust first reported a position in MPLX in Q2 2022 and held it in 10 quarters. The position peaked at $562K in Q3 2023. 568 funds tracked by Wall St. Rank hold MPLX as of Q1 2025.

  • Heritage Trust reported no remaining MPLX position as of Q1 2025 after selling out during the quarter.
  • Heritage Trust sold 6,603 MPLX shares in Q1 2025, an estimated $316K.
  • Heritage Trust first reported a position in MPLX in Q2 2022 and held it in 10 quarters.
  • Heritage Trust's MPLX position peaked at $562K in Q3 2023.
  • 568 funds tracked by Wall St. Rank held MPLX as of Q1 2025.

Based on Heritage Trust's 13F filing for Q1 2025, filed 9 May 2025.