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Heritage Wealth Advisors’s MPLX MPLX Stock Holding History

Heritage Wealth Advisors’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
Q1 		$89K Buy
1,559
+107
+7% +$6.07K ﹤0.01% 266
2025
Q4 		$77.5K Buy
1,452
+244
+20% +$12.7K ﹤0.01% 282
2025
Q3 		$60.3K Buy
1,208
+7
+0.6% +$355 ﹤0.01% 287
2025
Q2 		$61.9K Buy
1,201
+156
+15% +$7.93K ﹤0.01% 284
2025
Q1 		$55.9K Buy
1,045
+100
+11% +$5.24K ﹤0.01% 292
2024
Q4 		$45.2K Buy
945
+163
+21% +$7.58K ﹤0.01% 315
2024
Q3 		$34.8K Hold
782
– – ﹤0.01% 356
2024
Q2 		$33.3K Buy
782
+525
+204% +$21.6K ﹤0.01% 346
2024
Q1 		$10.7K Hold
257
– – ﹤0.01% 435
2023
Q4 		$9.44K Buy
+257
New +$9.24K ﹤0.01% 452
2020
Q1 		– Sell
-40,518
Closed -$1.03M – 533
2019
Q4 		$1.03M Buy
40,518
+5,170
+15% +$132K 0.14% 67
2019
Q3 		$990K Buy
35,348
+701
+2% +$20.5K 0.15% 65
2019
Q2 		$1.12M Buy
34,647
+1,369
+4% +$43.6K 0.17% 60
2019
Q1 		$1.09M Sell
33,278
-24,237
-42% -$814K 0.18% 54
2018
Q4 		$1.74M Buy
57,515
+735
+1% +$24.5K 0.34% 40
2018
Q3 		$1.97M Buy
56,780
+10,345
+22% +$370K 0.39% 39
2018
Q2 		$1.58M Hold
46,435
– – 0.59% 38
2018
Q1 		$1.53M Sell
46,435
-346
-0.7% -$12.4K 0.64% 32
2017
Q4 		$1.66M Sell
46,781
-1,446
-3% -$50.9K 0.71% 31
2017
Q3 		$1.69M Sell
48,227
-107
-0.2% -$3.7K 0.85% 27
2017
Q2 		$1.61M Buy
48,334
+805
+2% +$27.9K 0.84% 27
2017
Q1 		$1.71M Buy
+47,529
New +$1.75M 0.92% 24

Other funds holding MPLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Heritage Wealth Advisors's MPLX Position: Q1 2026 in Review

Heritage Wealth Advisors increased its MPLX (MPLX) stake by 7.4% in Q1 2026, buying an estimated $6.07K and bringing the position to 1,559 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Heritage Wealth Advisors first reported a position in MPLX in Q1 2017 and has held it in 22 quarters since. The position peaked at $1.97M in Q3 2018. 644 funds tracked by Wall St. Rank hold MPLX as of Q1 2026.

  • Heritage Wealth Advisors held 1,559 shares of MPLX worth $89K as of Q1 2026.
  • Heritage Wealth Advisors bought 107 MPLX shares in Q1 2026, an estimated $6.07K.
  • MPLX made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #266 holding.
  • Heritage Wealth Advisors first reported a position in MPLX in Q1 2017 and has held it in 22 quarters since.
  • Heritage Wealth Advisors's MPLX position peaked at $1.97M in Q3 2018.
  • 644 funds tracked by Wall St. Rank held MPLX as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.