Form 13-F position report

MPLX LP

Reported by Americana Partners LLC

MPLX CUSIP 55336V100 Manager CIK 0001797678

Reported 346,531 shares, down 4,701 (1.3%) from the prior quarter.

Reported value -2.8%; share count -1.3% vs. the prior quarter.

Reduced
% of reported 13F value 1.51% This manager · Q2 2023
Shares 346,531 Quarter-end amount reported
Reported value $11,761,271 Fair value at quarter end
Consecutive quarters held 15 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 8014000
2022-03-31 6958000
2022-06-30 7958000
2022-09-30 10180000
2022-12-31 11532758
2023-03-31 12099936
2023-06-30 11761271
2023-09-30 14613699
2023-12-31 14948314
2024-03-31 17469077
2024-06-30 17889562
2024-09-30 20384913
2024-12-31 22923509
2025-03-31 27894891
2025-06-30 26785253
2025-09-30 27403188
2025-12-31 40577518
2026-03-31 43685192
2026-06-30 48258533
2026-09-30 48331478

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for MPLX LP held by Americana Partners LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 858,158 +1,447 (0.2%) 1.03% $48,331,478 2026-10-28
Q2 2026 Added 856,711 +91,244 (11.9%) 1.09% $48,258,533 2026-08-05
Q1 2026 Added 765,467 +5,161 (0.7%) 1.13% $43,685,192 2026-05-12
Q4 2025 Added 760,306 +211,694 (38.6%) 1.11% $40,577,518 2026-02-06
Q3 2025 Added 548,612 +28,611 (5.5%) 0.82% $27,403,188 2025-10-29
Q2 2025 Reduced 520,001 -1,204 (-0.2%) 0.92% $26,785,253 2025-08-07
Q1 2025 Added 521,205 +42,235 (8.8%) 1.08% $27,894,891 2025-05-12
Q4 2024 Added 478,970 +20,470 (4.5%) 0.94% $22,923,509 2025-01-31
Q3 2024 Added 458,500 +38,459 (9.2%) 1.39% $20,384,913 2024-10-28
Q2 2024 Reduced 420,041 -293 (-0.1%) 1.4% $17,889,562 2024-07-30
Q1 2024 Added 420,334 +13,245 (3.3%) 1.46% $17,469,077 2024-05-07
Q4 2023 Reduced 407,089 -3,754 (-0.9%) 1.42% $14,948,314 2024-01-25
Q3 2023 Added 410,843 +64,312 (18.6%) 1.58% $14,613,699 2023-11-07
Q2 2023 Reduced 346,531 -4,701 (-1.3%) 1.51% $11,761,271 2023-07-31
Q1 2023 Added 351,232 +52 (0.0%) 1.91% $12,099,936 2023-05-08
Q4 2022 Added 351,180 +11,949 (3.5%) 2.0% $11,532,758 2023-01-30
Q3 2022 Added 339,231 +9,562 (2.9%) 1.82% $10,180,000 2022-11-14
Q2 2022 Added 329,669 +119,952 (57.2%) 1.42% $7,958,000 2022-08-15
Q1 2022 Reduced 209,717 -61,173 (-22.6%) 2.14% $6,958,000 2022-05-06
Q4 2021 Added 270,890 +23,250 (9.4%) 1.46% $8,014,000 2022-01-28
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

409 managers reported MPLX LP for Q2 2023.

Managers reporting MPLX LP in Q2 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Blackstone Inc Reduced 44,968,907 -5,509,647 6.53% $1,526,244,705 14 qtrs
ALPS ADVISORS INC Added 24,192,641 +543,117 7.13% $821,098,236 33 qtrs
Invesco Ltd Reduced 20,108,232 -4,313 0.18% $682,473,394 36 qtrs
The Goldman Sachs Group Inc Reduced 13,186,593 -353,990 0.1% $447,552,967 41 qtrs
TORTOISE CAPITAL ADVISORS L L C Reduced 12,254,358 -219,823 6.34% $415,912,911 41 qtrs
Bank of America Corporation Reduced 10,917,994 -726,427 0.04% $370,556,706 41 qtrs
KAYNE ANDERSON CAPITAL ADVISORS LP Reduced 6,231,047 -260,024 6.37% $211,481,735 35 qtrs
CHICKASAW CAPITAL MANAGEMENT LLC Reduced 5,742,784 -405,009 10.78% $194,910,000 41 qtrs
MORGAN STANLEY Added 5,566,168 +250,401 0.02% $188,915,759 41 qtrs
Mirae Asset Global Investments Co Ltd Reduced 5,333,175 -618,749 0.39% $181,007,960 20 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2023
Filed
July 31, 2023
Filing type
13F-HR
Position type
COM UNIT REP LTD

Voting authority reported

Sole
0
Shared
0
None
346,531

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.