Ownership history in Addis & Hill, Inc Β· 9 quarters on record
This page tracks every 13F SEC filing in which Addis & Hill, Inc reported a position in MPLX LP (MPLX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Addis & Hill, Inc outperformed the S&P 500 by +6.4% annually on this MPLX position. Timing score: 50% (2/4 decisions correct). Average cost basis: $41.85. Maximum drawdown during holding period: β3.0%.
π₯ Exceptional β beat the S&P 500 by 6.4% per year on this position.
7 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $39.52 (2024 Q3) Β· Worst: $49.47 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.41% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size