Walled Lake Planning & Wealth Management’s MPLX MPLX Stock Holding History

Walled Lake Planning & 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	$559K	Buy	9,924 +9	+0.1%	+$502	0.14%	71
2026 Q1	$566K	Buy	9,915 +496	+5%	+$28.1K	0.17%	68
2025 Q4	$503K	Hold	9,419	–	–	0.16%	74
2025 Q3	$470K	Hold	9,419	–	–	0.15%	79
2025 Q2	$485K	Hold	9,419	–	–	0.16%	70
2025 Q1	$504K	Hold	9,419	–	–	0.18%	67
2024 Q4	$451K	Sell	9,419 -2,066	-18%	-$96.1K	0.17%	74
2024 Q3	$511K	Buy	11,485 +20	+0.2%	+$855	0.19%	63
2024 Q2	$488K	Buy	11,465 +1,000	+10%	+$41.2K	0.2%	62
2024 Q1	$435K	Hold	10,465	–	–	0.18%	65
2023 Q4	$384K	Buy	10,465 +2,820	+37%	+$101K	0.18%	63
2023 Q3	$272K	Hold	7,645	–	–	0.14%	74
2023 Q2	$259K	Hold	7,645	–	–	0.13%	74
2023 Q1	$263K	Buy	+7,645	New	+$263K	0.14%	69
2022 Q4	–	Sell	-7,645	Closed	-$229K	–	75
2022 Q3	$229K	Hold	7,645	–	–	0.16%	68
2022 Q2	$223K	Hold	7,645	–	–	0.15%	67
2022 Q1	$254K	Hold	7,645	–	–	0.15%	72
2021 Q4	$226K	Hold	7,645	–	–	0.13%	85
2021 Q3	$218K	Hold	7,645	–	–	0.13%	74
2021 Q2	$226K	Hold	7,645	–	–	0.15%	72
2021 Q1	$196K	Buy	+7,645	New	+$188K	0.14%	74

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

Walled Lake Planning & Wealth Management's MPLX Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its MPLX (MPLX) stake by 0.09% in Q2 2026, buying an estimated $502 and bringing the position to 9,924 shares worth $559K. The position accounts for 0.14% of the portfolio, ranked #71.

Walled Lake Planning & Wealth Management first reported a position in MPLX in Q1 2021 and has held it in 21 quarters since. The position peaked at $566K in Q1 2026. 637 funds tracked by Wall St. Rank hold MPLX as of Q2 2026.

Walled Lake Planning & Wealth Management held 9,924 shares of MPLX worth $559K as of Q2 2026.
Walled Lake Planning & Wealth Management bought 9 MPLX shares in Q2 2026, an estimated $502.
MPLX made up 0.14% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #71 holding.
Walled Lake Planning & Wealth Management first reported a position in MPLX in Q1 2021 and has held it in 21 quarters since.
Walled Lake Planning & Wealth Management's MPLX position peaked at $566K in Q1 2026.
637 funds tracked by Wall St. Rank held MPLX as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.