180 Wealth Advisors’s Plains GP Holdings PAGP Stock Holding History

180 Wealth Advisors’s Portfolio PAGP Stock Details PAGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,000	Closed	-$201K	–	489
2025 Q3	$201K	Sell	11,000 -3,000	-21%	-$57.3K	0.02%	433
2025 Q2	$272K	Hold	14,000	–	–	0.04%	350
2025 Q1	$299K	Hold	14,000	–	–	0.05%	322
2024 Q4	$257K	Buy	14,000 +2,000	+17%	+$37.2K	0.04%	342
2024 Q3	$222K	Hold	12,000	–	–	0.03%	387
2024 Q2	$233K	Hold	12,000	–	–	0.04%	376
2024 Q1	$219K	Hold	12,000	–	–	0.04%	354
2023 Q4	$193K	Hold	12,000	–	–	0.04%	357
2023 Q3	$193K	Hold	12,000	–	–	0.04%	341
2023 Q2	$179K	Hold	12,000	–	–	0.04%	340
2023 Q1	$157K	Hold	12,000	–	–	0.04%	340
2022 Q4	$162K	Hold	12,000	–	–	0.04%	343
2022 Q3	$131K	Hold	12,000	–	–	0.04%	330
2022 Q2	$126K	Buy	+12,000	New	+$138K	0.03%	347

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

180 Wealth Advisors's PAGP Position: Q4 2025 in Review

180 Wealth Advisors sold out of Plains GP Holdings (PAGP) in Q4 2025, closing a stake of 11,000 shares — an estimated $201K sold.

180 Wealth Advisors first reported a position in PAGP in Q2 2022 and held it in 14 quarters. The position peaked at $299K in Q1 2025. 313 funds tracked by Wall St. Rank hold PAGP as of Q4 2025.

180 Wealth Advisors reported no remaining Plains GP Holdings position as of Q4 2025 after selling out during the quarter.
180 Wealth Advisors sold 11,000 Plains GP Holdings shares in Q4 2025, an estimated $201K.
180 Wealth Advisors first reported a position in Plains GP Holdings in Q2 2022 and held it in 14 quarters.
180 Wealth Advisors's Plains GP Holdings position peaked at $299K in Q1 2025.
313 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2025.

Based on 180 Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.