WR Wealth Planners’s MPLX MPLX Stock Holding History

WR Wealth Planners’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
2024 Q4	$110K	Sell	2,298 -1,135	-33%	-$52.8K	0.04%	220
2024 Q3	$153K	Buy	3,433 +1,000	+41%	+$42.7K	0.04%	220
2024 Q2	$104K	Sell	2,433 -1,135	-32%	-$46.7K	0.03%	247
2024 Q1	$148K	Buy	+3,568	New	+$138K	0.05%	213
2023 Q4	–	Sell	-4,703	Closed	-$167K	–	600
2023 Q3	$167K	Hold	4,703	–	–	0.06%	189
2023 Q2	$160K	Hold	4,703	–	–	0.06%	193
2023 Q1	$162K	Buy	+4,703	New	+$161K	0.07%	178

Other funds holding MPLX

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EIP

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

KACA

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

WR Wealth Planners's MPLX Position: Q4 2024 in Review

WR Wealth Planners reduced its MPLX (MPLX) stake by 33% in Q4 2024, selling an estimated $52.8K and leaving 2,298 shares worth $110K. The position accounts for 0.04% of the portfolio, ranked #220.

WR Wealth Planners first reported a position in MPLX in Q1 2023 and has held it in 7 quarters since. The position peaked at $167K in Q3 2023. 534 funds tracked by Wall St. Rank hold MPLX as of Q4 2024.

WR Wealth Planners held 2,298 shares of MPLX worth $110K as of Q4 2024.
WR Wealth Planners sold 1,135 MPLX shares in Q4 2024, an estimated $52.8K.
MPLX made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #220 holding.
WR Wealth Planners first reported a position in MPLX in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's MPLX position peaked at $167K in Q3 2023.
534 funds tracked by Wall St. Rank held MPLX as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.