Segment Wealth Management’s MPLX MPLX Stock Holding History

Segment 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 Q2	$870K	Hold	15,447	–	–	0.05%	186
2026 Q1	$882K	Hold	15,447	–	–	0.05%	180
2025 Q4	$824K	Hold	15,447	–	–	0.05%	184
2025 Q3	$772K	Hold	15,447	–	–	0.05%	182
2025 Q2	$796K	Hold	15,447	–	–	0.05%	179
2025 Q1	$827K	Buy	+15,447	New	+$809K	0.06%	169
2021 Q3	–	Sell	-18,424	Closed	-$546K	–	234
2021 Q2	$546K	Buy	+18,424	New	+$521K	0.06%	153
2018 Q3	–	Sell	-11,584	Closed	-$396K	–	225
2018 Q2	$396K	Sell	11,584 -675	-6%	-$23.5K	0.09%	140
2018 Q1	$405K	Buy	12,259 +104	+0.9%	+$3.73K	0.1%	129
2017 Q4	$431K	Hold	12,155	–	–	0.1%	134
2017 Q3	$426K	Hold	12,155	–	–	0.11%	130
2017 Q2	$406K	Buy	12,155 +1,500	+14%	+$51.9K	0.11%	135
2017 Q1	$384K	Buy	+10,655	New	+$393K	0.13%	124

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

Segment Wealth Management's MPLX Position: Q2 2026 in Review

Segment Wealth Management held its MPLX (MPLX) position steady in Q2 2026 at 15,447 shares worth $870K. The position accounts for 0.05% of the portfolio, ranked #186.

Segment Wealth Management first reported a position in MPLX in Q1 2017 and has held it in 13 quarters since. The position peaked at $882K in Q1 2026. 119 funds tracked by Wall St. Rank hold MPLX as of Q2 2026.

Segment Wealth Management held 15,447 shares of MPLX worth $870K as of Q2 2026.
Segment Wealth Management left its MPLX share count unchanged in Q2 2026.
MPLX made up 0.05% of Segment Wealth Management's portfolio in Q2 2026, its #186 holding.
Segment Wealth Management first reported a position in MPLX in Q1 2017 and has held it in 13 quarters since.
Segment Wealth Management's MPLX position peaked at $882K in Q1 2026.
119 funds tracked by Wall St. Rank held MPLX as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.