One Charles Private Wealth Services’s MPLX MPLX Stock Holding History

One Charles Private Wealth Services’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 Q2	$1.53M	Sell	27,209 -909	-3%	-$50.7K	0.35%	53
2026 Q1	$1.6M	Buy	28,118 +733	+3%	+$41.6K	0.4%	49
2025 Q4	$1.46M	Hold	27,385	–	–	0.38%	52
2025 Q3	$1.37M	Hold	27,385	–	–	0.36%	50
2025 Q2	$1.41M	Sell	27,385 -550	-2%	-$28K	0.4%	42
2025 Q1	$1.5M	Hold	27,935	–	–	0.48%	33
2024 Q4	$1.34M	Sell	27,935 -8,274	-23%	-$385K	0.45%	35
2024 Q3	$1.61M	Buy	+36,209	New	+$1.55M	0.61%	30

Other funds holding MPLX

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

One Charles Private Wealth Services's MPLX Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its MPLX (MPLX) stake by 3.2% in Q2 2026, selling an estimated $50.7K and leaving 27,209 shares worth $1.53M. The position accounts for 0.35% of the portfolio, ranked #53.

One Charles Private Wealth Services first reported a position in MPLX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.61M in Q3 2024. 101 funds tracked by Wall St. Rank hold MPLX as of Q2 2026.

One Charles Private Wealth Services held 27,209 shares of MPLX worth $1.53M as of Q2 2026.
One Charles Private Wealth Services sold 909 MPLX shares in Q2 2026, an estimated $50.7K.
MPLX made up 0.35% of One Charles Private Wealth Services's portfolio in Q2 2026, its #53 holding.
One Charles Private Wealth Services first reported a position in MPLX in Q3 2024 and has held it in 8 quarters since.
One Charles Private Wealth Services's MPLX position peaked at $1.61M in Q3 2024.
101 funds tracked by Wall St. Rank held MPLX as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.