Americana Partners, LLC MPLX — MPLX LP LP

Ownership history in Americana Partners, LLC  ·  26 quarters on record

AI Ownership Summary

Americana Partners, LLC reported MPLX LP LP (MPLX) in 26 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.46% in 2024 Q1. The latest visible filing shows MPLX at 1.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MPLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Americana Partners, LLC's position in MPLX LP LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MPLX was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MPLX stock page Americana Partners, LLC fund profile Americana Partners, LLC full holdings
How Americana Partners, LLC held MPLX — position size vs. price
% of Fund (quarterly)    MPLX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 765,467 +5,161 +0.7% 1.13% $43.7M 2026-05-12 $54.39
2025 Q4 ADDED — — — 760,306 +211,694 +38.6% 1.11% $40.6M 2026-02-06 $53.87
2025 Q3 ADDED — — — 548,612 +28,611 +5.5% 0.82% $27.4M 2025-10-29 $47.37
2025 Q2 REDUCED — — — 520,001 -1,204 -0.2% 0.92% $26.8M 2025-08-07 $47.62
2025 Q1 ADDED — — — 521,205 +42,235 +8.8% 1.08% $27.9M 2025-05-12 $45.26
2024 Q4 ADDED — — — 478,970 +20,470 +4.5% 0.94% $22.9M 2025-01-31 $46.29
2024 Q3 ADDED — — — 458,500 +38,459 +9.2% 1.39% $20.4M 2024-10-28 $38.16
2024 Q2 REDUCED — — — 420,041 -293 -0.1% 1.40% $17.9M 2024-07-30 $36.83
2024 Q1 ADDED — — — 420,334 +13,245 +3.3% 1.46% $17.5M 2024-05-07 $35.60
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MPLX

As of 2026 Q2 — sorted by position size

Hilltop National Bank 0.09% Kozak & Associates, Inc. 3Y 0.0% Cedar Mountain Advisors, LLC 3Y 0.0%

FAQ About Americana Partners, LLC and MPLX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Americana Partners, LLC reported owning MPLX?

Americana Partners, LLC reported MPLX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MPLX position in Americana Partners, LLC's portfolio?

The largest reported portfolio weight for MPLX was 1.46% in 2024 Q1.

What is the latest reported MPLX position on this page?

The most recent filing on this page is 2026 Q1, when Americana Partners, LLC reported 765,467 shares, equal to 1.13% of portfolio, with an estimated market value of $43.7M.

What does the chart on this MPLX ownership page compare?

The chart compares Americana Partners, LLC's quarterly MPLX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Americana Partners, LLC time their MPLX position?

Based on 13F filing dates vs. subsequent MPLX price moves, Americana Partners, LLC correctly timed 14 out of 25 reported position changes (56%). The annualised alpha on MPLX relative to SPY over the holding period was +9.3%.

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