Pacific Capital Wealth Advisors’s MPLX MPLX Stock Holding History

Pacific Capital Wealth Advisors’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
2024 Q1	–	Sell	-5,872	Closed	-$216K	–	527
2023 Q4	$216K	Hold	5,872	–	–	0.05%	60
2023 Q3	$209K	Buy	+5,872	New	+$205K	0.06%	63
2023 Q2	–	Sell	-5,872	Closed	-$202K	–	75
2023 Q1	$202K	Buy	+5,872	New	+$202K	0.05%	86

Other funds holding MPLX

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

KACA

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

Pacific Capital Wealth Advisors's MPLX Position: Q1 2024 in Review

Pacific Capital Wealth Advisors sold out of MPLX (MPLX) in Q1 2024, closing a stake of 5,872 shares — an estimated $216K sold.

Pacific Capital Wealth Advisors first reported a position in MPLX in Q1 2023 and held it in 3 quarters. The position peaked at $216K in Q4 2023. 480 funds tracked by Wall St. Rank hold MPLX as of Q1 2024.

Pacific Capital Wealth Advisors reported no remaining MPLX position as of Q1 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 5,872 MPLX shares in Q1 2024, an estimated $216K.
Pacific Capital Wealth Advisors first reported a position in MPLX in Q1 2023 and held it in 3 quarters.
Pacific Capital Wealth Advisors's MPLX position peaked at $216K in Q4 2023.
480 funds tracked by Wall St. Rank held MPLX as of Q1 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.