Jamison Private Wealth Management’s MPLX MPLX Stock Holding History

Jamison Private Wealth 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
2024 Q4	–	Sell	-2,529	Closed	-$112K	–	362
2024 Q3	$112K	Hold	2,529	–	–	0.02%	221
2024 Q2	$108K	Hold	2,529	–	–	0.02%	214
2024 Q1	$105K	Buy	2,529 +1,900	+302%	+$73.7K	0.02%	214
2023 Q4	$23.1K	Hold	629	–	–	﹤0.01%	269
2023 Q3	$22.4K	Buy	+629	New	+$22K	﹤0.01%	265

Other funds holding MPLX

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Jamison Private Wealth Management's MPLX Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of MPLX (MPLX) in Q4 2024, closing a stake of 2,529 shares — an estimated $112K sold.

Jamison Private Wealth Management first reported a position in MPLX in Q3 2023 and held it in 5 quarters. The position peaked at $112K in Q3 2024. 535 funds tracked by Wall St. Rank hold MPLX as of Q4 2024.

Jamison Private Wealth Management reported no remaining MPLX position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 2,529 MPLX shares in Q4 2024, an estimated $112K.
Jamison Private Wealth Management first reported a position in MPLX in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's MPLX position peaked at $112K in Q3 2024.
535 funds tracked by Wall St. Rank held MPLX as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.