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Somerset Trust’s MPLX MPLX Stock Holding History

Somerset Trust’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
Q3 		$288K Hold
5,120
– – 0.08% 141
2026
Q2 		$288K Hold
5,120
– – 0.08% 142
2026
Q1 		$292K Hold
5,120
– – 0.09% 137
2025
Q4 		$273K Hold
5,120
– – 0.08% 152
2025
Q3 		$256K Hold
5,120
– – 0.08% 161
2025
Q2 		$264K Buy
+5,120
New +$260K 0.09% 158

Other funds holding MPLX

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Somerset Trust's MPLX Position: Q3 2026 in Review

Somerset Trust held its MPLX (MPLX) position steady in Q3 2026 at 5,120 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #141.

Somerset Trust first reported a position in MPLX in Q2 2025 and has held it in 6 quarters since. The position peaked at $292K in Q1 2026. 100 funds tracked by Wall St. Rank hold MPLX as of Q3 2026.

  • Somerset Trust held 5,120 shares of MPLX worth $288K as of Q3 2026.
  • Somerset Trust left its MPLX share count unchanged in Q3 2026.
  • MPLX made up 0.08% of Somerset Trust's portfolio in Q3 2026, its #141 holding.
  • Somerset Trust first reported a position in MPLX in Q2 2025 and has held it in 6 quarters since.
  • Somerset Trust's MPLX position peaked at $292K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held MPLX as of Q3 2026.

Based on Somerset Trust's 13F filing for Q3 2026, filed 13 Oct 2026.