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Aegis Wealth Management (Maryland)’s Plains GP Holdings PAGP Stock Holding History

Aegis Wealth Management (Maryland)’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
Q2 		$377K Sell
15,513
-55
-0.4% -$1.32K 0.18% 106
2026
Q1 		$378K Sell
15,568
-599
-4% -$13.1K 0.22% 79
2025
Q4 		$309K Sell
16,167
-212
-1% -$3.82K 0.17% 95
2025
Q3 		$299K Sell
16,379
-501
-3% -$9.57K 0.16% 95
2025
Q2 		$361K Hold
16,880
– – 0.22% 73
2025
Q1 		$361K Hold
16,880
– – 0.21% 77
2024
Q4 		$310K Buy
+16,880
New +$314K 0.21% 80

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s PAGP Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Plains GP Holdings (PAGP) stake by 0.35% in Q2 2026, selling an estimated $1.32K and leaving 15,513 shares worth $377K. The position accounts for 0.18% of the portfolio, ranked #106.

Aegis Wealth Management (Maryland) first reported a position in PAGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $378K in Q1 2026. 340 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 15,513 shares of Plains GP Holdings worth $377K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 55 Plains GP Holdings shares in Q2 2026, an estimated $1.32K.
  • Plains GP Holdings made up 0.18% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #106 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Plains GP Holdings in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s Plains GP Holdings position peaked at $378K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.