Advisornet Financial’s Plains GP Holdings PAGP Stock Holding History

Advisornet Financial’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
2026 Q1	$12.1K	Hold	500	–	–	﹤0.01%	1478
2025 Q4	$9.57K	Buy	+500	New	+$9.02K	﹤0.01%	1561
2022 Q1	–	Sell	-561	Closed	-$6K	–	2151
2021 Q4	$6K	Hold	561	–	–	﹤0.01%	1618
2021 Q3	$6K	Hold	561	–	–	﹤0.01%	1587
2021 Q2	$7K	Hold	561	–	–	﹤0.01%	1511
2021 Q1	$5K	Hold	561	–	–	﹤0.01%	1518
2020 Q4	$5K	Hold	561	–	–	﹤0.01%	1451
2020 Q3	$3K	Hold	561	–	–	﹤0.01%	1511
2020 Q2	$5K	Hold	561	–	–	﹤0.01%	1456
2020 Q1	$3K	Hold	561	–	–	﹤0.01%	1529
2019 Q4	$11K	Hold	561	–	–	﹤0.01%	1368
2019 Q3	$12K	Hold	561	–	–	﹤0.01%	1328
2019 Q2	$14K	Hold	561	–	–	﹤0.01%	1147
2019 Q1	$14K	Hold	561	–	–	﹤0.01%	1095
2018 Q4	$11K	Buy	+561	New	+$12.4K	﹤0.01%	1063
2018 Q3	–	Sell	-561	Closed	-$13K	–	1583
2018 Q2	$13K	Buy	+561	New	+$13.7K	﹤0.01%	1071

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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

ClearBridge Investments

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

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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

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