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

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.83B AUM 15.14% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return