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 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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Venturi Wealth Management's MPLX Position: Q2 2025 in Review

Venturi Wealth Management sold out of MPLX (MPLX) in Q2 2025, closing a stake of 10,054 shares — an estimated $538K sold.

Venturi Wealth Management first reported a position in MPLX in Q4 2015 and held it in 15 quarters. The position peaked at $538K in Q1 2025. 576 funds tracked by Wall St. Rank hold MPLX as of Q2 2025.

Venturi Wealth Management reported no remaining MPLX position as of Q2 2025 after selling out during the quarter.
Venturi Wealth Management sold 10,054 MPLX shares in Q2 2025, an estimated $538K.
Venturi Wealth Management first reported a position in MPLX in Q4 2015 and held it in 15 quarters.
Venturi Wealth Management's MPLX position peaked at $538K in Q1 2025.
576 funds tracked by Wall St. Rank held MPLX as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.