Lodestone Wealth Management
MPLX icon

Lodestone Wealth Management’s MPLX MPLX Stock Holding History

Lodestone 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
2026
Q3 		$280K Buy
4,975
+88
+2% +$5.14K 0.09% 160
2026
Q2 		$275K Buy
4,887
+93
+2% +$5.19K 0.1% 159
2026
Q1 		$274K Buy
4,794
+90
+2% +$5.1K 0.11% 150
2025
Q4 		$251K Buy
4,704
+94
+2% +$4.9K 0.1% 152
2025
Q3 		$230K Buy
4,610
+86
+2% +$4.36K 0.1% 162
2025
Q2 		$233K Buy
4,524
+83
+2% +$4.22K 0.11% 154
2025
Q1 		$238K Buy
4,441
+78
+2% +$4.09K 0.13% 139
2024
Q4 		$209K Buy
+4,363
New +$203K 0.1% 149

Other funds holding MPLX

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Lodestone Wealth Management's MPLX Position: Q3 2026 in Review

Lodestone Wealth Management increased its MPLX (MPLX) stake by 1.8% in Q3 2026, buying an estimated $5.14K and bringing the position to 4,975 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #160.

Lodestone Wealth Management first reported a position in MPLX in Q4 2024 and has held it in 8 quarters since. 547 funds tracked by Wall St. Rank hold MPLX as of Q3 2026.

  • Lodestone Wealth Management held 4,975 shares of MPLX worth $280K as of Q3 2026.
  • Lodestone Wealth Management bought 88 MPLX shares in Q3 2026, an estimated $5.14K.
  • MPLX made up 0.09% of Lodestone Wealth Management's portfolio in Q3 2026, its #160 holding.
  • Lodestone Wealth Management first reported a position in MPLX in Q4 2024 and has held it in 8 quarters since.
  • 547 funds tracked by Wall St. Rank held MPLX as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.