Compass Financial Group, INC/SD MPLX MPLX LP

Ownership history in Compass Financial Group, INC/SD  ·  2 quarters on record

AI Ownership Summary

Compass Financial Group, INC/SD reported MPLX LP (MPLX) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.13% in 2026 Q2. The latest visible filing shows MPLX at 0.13% 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.

What this MPLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Compass Financial Group, INC/SD's position in MPLX 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 Q2

MPLX was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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.

How Compass Financial Group, INC/SD 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 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 19,589 +11,940 +156.1% 0.13% $1.1M 2026-08-05 $59.29
2026 Q1 INITIATED 7,649 0.06% $437K 2026-04-29 $54.46

FAQ About Compass Financial Group, INC/SD and MPLX

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

How long has Compass Financial Group, INC/SD reported owning MPLX?

Compass Financial Group, INC/SD reported MPLX across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported MPLX position in Compass Financial Group, INC/SD's portfolio?

The largest reported portfolio weight for MPLX was 0.13% in 2026 Q2.

What is the latest reported MPLX position on this page?

The most recent filing on this page is 2026 Q2, when Compass Financial Group, INC/SD reported 19,589 shares, equal to 0.13% of portfolio, with an estimated market value of $1.1M.

What does the chart on this MPLX ownership page compare?

The chart compares Compass Financial Group, INC/SD'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.

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