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Plan Group Financial’s MPLX MPLX Stock Holding History

Plan Group Financial’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 		– Sell
-3,674
Closed -$210K – 266
2026
Q1 		$210K Buy
+3,674
New +$208K 0.05% 212
2025
Q2 		– Sell
-10,240
Closed -$548K – 171
2025
Q1 		$548K Buy
+10,240
New +$536K 0.2% 95

Other funds holding MPLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
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
Goldman Sachs
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plan Group Financial's MPLX Position: Q2 2026 in Review

Plan Group Financial sold out of MPLX (MPLX) in Q2 2026, closing a stake of 3,674 shares — an estimated $210K sold.

Plan Group Financial first reported a position in MPLX in Q1 2025 and held it in 2 quarters. The position peaked at $548K in Q1 2025. 639 funds tracked by Wall St. Rank hold MPLX as of Q2 2026.

  • Plan Group Financial reported no remaining MPLX position as of Q2 2026 after selling out during the quarter.
  • Plan Group Financial sold 3,674 MPLX shares in Q2 2026, an estimated $210K.
  • Plan Group Financial first reported a position in MPLX in Q1 2025 and held it in 2 quarters.
  • Plan Group Financial's MPLX position peaked at $548K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held MPLX as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.