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Alliance Wealth Advisors (Pennsylvania)’s Plains GP Holdings PAGP Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$395K Sell
16,273
-86
-0.5% -$2.06K 0.13% 110
2026
Q1 		$397K Sell
16,359
-292
-2% -$6.37K 0.17% 104
2025
Q4 		$319K Buy
16,651
+2,960
+22% +$53.4K 0.14% 118
2025
Q3 		$250K Buy
13,691
+3,328
+32% +$63.6K 0.11% 138
2025
Q2 		$201K Buy
10,363
+171
+2% +$3.18K 0.1% 144
2025
Q1 		$218K Sell
10,192
-52
-0.5% -$1.09K 0.12% 137
2024
Q4 		$188K Sell
10,244
-31
-0.3% -$576 0.11% 144
2024
Q3 		$190K Sell
10,275
-30
-0.3% -$570 0.11% 137
2024
Q2 		$194K Sell
10,305
-108
-1% -$1.98K 0.12% 131
2024
Q1 		$190K Sell
10,413
-11
-0.1% -$186 0.12% 130
2023
Q4 		$166K Sell
10,424
-354
-3% -$5.59K 0.11% 124
2023
Q3 		$174K Hold
10,778
– – 0.13% 122
2023
Q2 		$160K Hold
10,778
– – 0.11% 124
2023
Q1 		$141K Buy
+10,778
New +$141K 0.11% 120
2022
Q1 		– Sell
-10,183
Closed -$103K – 122
2021
Q4 		$103K Hold
10,183
– – 0.08% 114
2021
Q3 		$110K Sell
10,183
-518
-5% -$5.42K 0.1% 115
2021
Q2 		$128K Sell
10,701
-98
-0.9% -$1.04K 0.12% 109
2021
Q1 		$102K Sell
10,799
-4,413
-29% -$41.2K 0.1% 105
2020
Q4 		$129K Buy
+15,212
New +$118K 0.14% 103

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

Alliance Wealth Advisors (Pennsylvania)'s PAGP Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Plains GP Holdings (PAGP) stake by 0.53% in Q2 2026, selling an estimated $2.06K and leaving 16,273 shares worth $395K. The position accounts for 0.13% of the portfolio, ranked #110.

Alliance Wealth Advisors (Pennsylvania) first reported a position in PAGP in Q4 2020 and has held it in 19 quarters since. The position peaked at $397K in Q1 2026. 340 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 16,273 shares of Plains GP Holdings worth $395K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 86 Plains GP Holdings shares in Q2 2026, an estimated $2.06K.
  • Plains GP Holdings made up 0.13% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #110 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Plains GP Holdings in Q4 2020 and has held it in 19 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Plains GP Holdings position peaked at $397K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.