Venturi Wealth Management’s MPLX MPLX Stock Holding History

Venturi 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
2025 Q2	–	Sell	-10,054	Closed	-$538K	–	587
2025 Q1	$538K	Hold	10,054	–	–	0.03%	315
2024 Q4	$481K	Buy	10,054 +3,685	+58%	+$171K	0.02%	347
2024 Q3	$283K	Hold	6,369	–	–	0.01%	394
2024 Q2	$271K	Hold	6,369	–	–	0.02%	364
2024 Q1	$265K	Buy	6,369 +219	+4%	+$8.49K	0.02%	323
2023 Q4	$226K	Hold	6,150	–	–	0.02%	338
2023 Q3	$219K	Sell	6,150 -1,090	-15%	-$38K	0.02%	320
2023 Q2	$246K	Hold	7,240	–	–	0.02%	281
2023 Q1	$249K	Buy	7,240 +40	+0.6%	+$1.37K	0.02%	295
2022 Q4	$236K	Hold	7,200	–	–	0.02%	310
2022 Q3	$216K	Hold	7,200	–	–	0.02%	299
2022 Q2	$210K	Hold	7,200	–	–	0.02%	303
2022 Q1	$239K	Hold	7,200	–	–	0.02%	311
2021 Q4	$213K	Buy	+7,200	New	+$216K	0.02%	322
2019 Q3	–	Hold	0	–	-$223K	–	240
2019 Q2	–	Hold	0	–	–	–	233
2016 Q1	–	Sell	-10,738	Closed	-$422K	–	143
2015 Q4	$422K	Buy	+10,738	New	+$405K	0.19%	102

Other funds holding MPLX

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

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

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