Montag & Associates’s MPLX MPLX Stock Holding History

Montag & Associates’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	-1,421	Closed	-$71K	–	1083
2025 Q3	$71K	Hold	1,421	–	–	﹤0.01%	535
2025 Q2	$73.2K	Hold	1,421	–	–	﹤0.01%	517
2025 Q1	$76.1K	Hold	1,421	–	–	﹤0.01%	538
2024 Q4	$68K	Hold	1,421	–	–	﹤0.01%	556
2024 Q3	$63.2K	Hold	1,421	–	–	﹤0.01%	563
2024 Q2	$60.5K	Hold	1,421	–	–	﹤0.01%	557
2024 Q1	$59.1K	Hold	1,421	–	–	﹤0.01%	563
2023 Q4	$52.2K	Buy	+1,421	New	+$51.1K	﹤0.01%	575

Other funds holding MPLX

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

KACA

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

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

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

Montag & Associates's MPLX Position: Q4 2025 in Review

Montag & Associates sold out of MPLX (MPLX) in Q4 2025, closing a stake of 1,421 shares — an estimated $71K sold.

Montag & Associates first reported a position in MPLX in Q4 2023 and held it in 8 quarters. The position peaked at $76.1K in Q1 2025. 631 funds tracked by Wall St. Rank hold MPLX as of Q4 2025.

Montag & Associates reported no remaining MPLX position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 1,421 MPLX shares in Q4 2025, an estimated $71K.
Montag & Associates first reported a position in MPLX in Q4 2023 and held it in 8 quarters.
Montag & Associates's MPLX position peaked at $76.1K in Q1 2025.
631 funds tracked by Wall St. Rank held MPLX as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.