Distillate Capital Partners LLC MPLX — MPLX LP

Ownership history in Distillate Capital Partners LLC  ·  5 quarters on record

AI Ownership Summary

Distillate Capital Partners LLC reported MPLX LP (MPLX) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 1.17% in 2024 Q3. The latest visible filing shows MPLX at 0.92% 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 Distillate Capital Partners LLC'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
2025 Q3

MPLX was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q3

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 Distillate Capital Partners LLC fund profile Distillate Capital Partners LLC full holdings
How Distillate Capital 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 353,730 -4,901 -1.4% 0.92% $17.7M 2025-11-14 $51.19
2025 Q2 REDUCED 7.9% -1.0% ✅ 358,631 -30,685 -7.9% 0.99% $18.5M 2025-08-13 $46.81
2025 Q1 REDUCED 20.0% -1.9% ✅ 389,316 -97,136 -20.0% 1.07% $20.8M 2025-05-13 $46.63
2024 Q4 REDUCED 7.1% +13.9% ❌ 486,452 -37,136 -7.1% 1.14% $23.3M 2025-02-13 $48.69
2024 Q3 INITIATED — — — 523,588 — — 1.17% $23.3M 2024-11-13 $40.61

🏢 Other funds also holding MPLX

As of 2026 Q1 — sorted by position size

PPM AMERICA INC/IL 3Y 7Y 29.98% Heronetta Management, L.P. 3Y 7Y 16.88% Fractal Investments LLC 3Y 13.85% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 10.54% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 8.39% Amplify Investments, LLC 7.5% Belfer Management LLC 3Y 7Y 7.47% KAYNE ANDERSON CAPITAL ADVISORS LP 3Y 7Y 7.47% ALPS ADVISORS INC 3Y 7Y 7.27% LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3Y 7Y 6.89%

FAQ About Distillate Capital 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 Distillate Capital Partners LLC reported owning MPLX?

Distillate Capital Partners LLC reported MPLX across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported MPLX position in Distillate Capital Partners LLC's portfolio?

The largest reported portfolio weight for MPLX was 1.17% in 2024 Q3.

What is the latest reported MPLX position on this page?

The most recent filing on this page is 2025 Q3, when Distillate Capital Partners LLC reported 353,730 shares, equal to 0.92% of portfolio, with an estimated market value of $17.7M.

What does the chart on this MPLX ownership page compare?

The chart compares Distillate Capital 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 Distillate Capital Partners LLC time their MPLX position?

Based on 13F filing dates vs. subsequent MPLX price moves, Distillate Capital Partners LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on MPLX relative to SPY over the holding period was +10.7%.

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