Perigon Wealth Management’s MPLX MPLX Stock Holding History

Perigon Wealth Management’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 Q1	$475K	Sell	8,331 -390	-4%	-$22.1K	0.01%	822
2025 Q4	$465K	Sell	8,721 -110	-1%	-$5.74K	0.01%	835
2025 Q3	$441K	Buy	8,831 +500	+6%	+$25.4K	0.01%	786
2025 Q2	$429K	Sell	8,331 -54	-0.6%	-$2.74K	0.01%	717
2025 Q1	$449K	Buy	8,385 +100	+1%	+$5.24K	0.01%	669
2024 Q4	$421K	Sell	8,285 -90	-1%	-$4.19K	0.01%	690
2024 Q3	$372K	Buy	8,375 +700	+9%	+$29.9K	0.01%	709
2024 Q2	$327K	Buy	+7,675	New	+$316K	0.01%	662

Other funds holding MPLX

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

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

KACA

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

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

CCM

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Perigon Wealth Management's MPLX Position: Q1 2026 in Review

Perigon Wealth Management reduced its MPLX (MPLX) stake by 4.5% in Q1 2026, selling an estimated $22.1K and leaving 8,331 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #822.

Perigon Wealth Management first reported a position in MPLX in Q2 2024 and has held it in 8 quarters since. 644 funds tracked by Wall St. Rank hold MPLX as of Q1 2026.

Perigon Wealth Management held 8,331 shares of MPLX worth $475K as of Q1 2026.
Perigon Wealth Management sold 390 MPLX shares in Q1 2026, an estimated $22.1K.
MPLX made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #822 holding.
Perigon Wealth Management first reported a position in MPLX in Q2 2024 and has held it in 8 quarters since.
644 funds tracked by Wall St. Rank held MPLX as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.