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Mark Sheptoff Financial Planning’s MPLX MPLX Stock Holding History

Mark Sheptoff Financial Planning’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
Q4 		– Sell
-200
Closed -$9.99K – 520
2025
Q3 		$9.99K Hold
200
– – ﹤0.01% 343
2025
Q2 		$10.3K Hold
200
– – 0.01% 335
2025
Q1 		$10.7K Hold
200
– – 0.01% 313
2024
Q4 		$9.57K Hold
200
– – 0.01% 319
2024
Q3 		$8.89K Hold
200
– – ﹤0.01% 318
2024
Q2 		$8.52K Buy
+200
New +$8.23K ﹤0.01% 330

Other funds holding MPLX

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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mark Sheptoff Financial Planning's MPLX Position: Q4 2025 in Review

Mark Sheptoff Financial Planning sold out of MPLX (MPLX) in Q4 2025, closing a stake of 200 shares — an estimated $9.99K sold.

Mark Sheptoff Financial Planning first reported a position in MPLX in Q2 2024 and held it in 6 quarters. The position peaked at $10.7K in Q1 2025. 631 funds tracked by Wall St. Rank hold MPLX as of Q4 2025.

  • Mark Sheptoff Financial Planning reported no remaining MPLX position as of Q4 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 MPLX shares in Q4 2025, an estimated $9.99K.
  • Mark Sheptoff Financial Planning first reported a position in MPLX in Q2 2024 and held it in 6 quarters.
  • Mark Sheptoff Financial Planning's MPLX position peaked at $10.7K in Q1 2025.
  • 631 funds tracked by Wall St. Rank held MPLX as of Q4 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2025, filed 12 Feb 2026.