Valeo Financial Advisors’s MPLX MPLX Stock Holding History

Valeo Financial 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
2026 Q2	$450K	Sell	7,991 -300	-4%	-$16.7K	0.01%	475
2026 Q1	$473K	Buy	8,291 +422	+5%	+$23.9K	0.01%	430
2025 Q4	$420K	Sell	7,869 -80	-1%	-$4.17K	0.01%	511
2025 Q3	$397K	Buy	7,949 +21	+0.3%	+$1.06K	0.01%	517
2025 Q2	$408K	Buy	7,928 +19	+0.2%	+$966	0.01%	500
2025 Q1	$423K	Buy	7,909 +1,877	+31%	+$98.3K	0.01%	450
2024 Q4	$289K	Buy	6,032 +1,142	+23%	+$53.1K	0.01%	551
2024 Q3	$217K	Buy	+4,890	New	+$209K	0.01%	631
2021 Q2	–	Sell	-600	Closed	-$15K	–	1297
2021 Q1	$15K	Hold	600	–	–	﹤0.01%	1254
2020 Q4	$13K	Hold	600	–	–	﹤0.01%	1131
2020 Q3	$9K	Sell	600 -176	-23%	-$3.18K	﹤0.01%	1110
2020 Q2	$13K	Sell	776 -150	-16%	-$2.56K	﹤0.01%	1198
2020 Q1	$11K	Hold	926	–	–	﹤0.01%	1065
2019 Q4	$24K	Buy	+926	New	+$23.6K	﹤0.01%	873

Other funds holding MPLX

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

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

Blackstone Inc New York $32.9B AUM 23.66% 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

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

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

Valeo Financial Advisors's MPLX Position: Q2 2026 in Review

Valeo Financial Advisors reduced its MPLX (MPLX) stake by 3.6% in Q2 2026, selling an estimated $16.7K and leaving 7,991 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #475.

Valeo Financial Advisors first reported a position in MPLX in Q4 2019 and has held it in 14 quarters since. The position peaked at $473K in Q1 2026. 637 funds tracked by Wall St. Rank hold MPLX as of Q2 2026.

Valeo Financial Advisors held 7,991 shares of MPLX worth $450K as of Q2 2026.
Valeo Financial Advisors sold 300 MPLX shares in Q2 2026, an estimated $16.7K.
MPLX made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #475 holding.
Valeo Financial Advisors first reported a position in MPLX in Q4 2019 and has held it in 14 quarters since.
Valeo Financial Advisors's MPLX position peaked at $473K in Q1 2026.
637 funds tracked by Wall St. Rank held MPLX as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.