Marcum Wealth’s MPLX MPLX Stock Holding History

Marcum Wealth’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	$217K	Sell	4,045 -241	-6%	-$12.6K	0.02%	353
2024 Q4	$205K	Buy	+4,286	New	+$199K	0.02%	357

Other funds holding MPLX

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marcum Wealth's MPLX Position: Q1 2025 in Review

Marcum Wealth reduced its MPLX (MPLX) stake by 5.6% in Q1 2025, selling an estimated $12.6K and leaving 4,045 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #353.

Marcum Wealth first reported a position in MPLX in Q4 2024 and has held it in 2 quarters since. 567 funds tracked by Wall St. Rank hold MPLX as of Q1 2025.

Marcum Wealth held 4,045 shares of MPLX worth $217K as of Q1 2025.
Marcum Wealth sold 241 MPLX shares in Q1 2025, an estimated $12.6K.
MPLX made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #353 holding.
Marcum Wealth first reported a position in MPLX in Q4 2024 and has held it in 2 quarters since.
567 funds tracked by Wall St. Rank held MPLX as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.