AWM
PAGP icon

Angeles Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Angeles Wealth Management’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 		$1.96M Hold
80,894
– – 0.11% 80
2025
Q4 		$1.55M Sell
80,894
-1,645
-2% -$29.7K 0.09% 88
2025
Q3 		$1.51M Buy
82,539
+19,550
+31% +$373K 0.09% 84
2025
Q2 		$1.22M Hold
62,989
– – 0.08% 88
2025
Q1 		$1.35M Hold
62,989
– – 0.11% 67
2024
Q4 		$1.16M Hold
62,989
– – 0.1% 77
2024
Q3 		$1.17M Buy
62,989
+23,340
+59% +$443K 0.1% 70
2024
Q2 		$746K Hold
39,649
– – 0.07% 97
2024
Q1 		$724K Hold
39,649
– – 0.07% 93
2023
Q4 		$632K Hold
39,649
– – 0.08% 93
2023
Q3 		$639K Buy
39,649
+16,620
+72% +$261K 0.09% 82
2023
Q2 		$342K Hold
23,029
– – 0.05% 129
2023
Q1 		$302K Hold
23,029
– – 0.04% 134
2022
Q4 		$286K Hold
23,029
– – 0.05% 133
2022
Q3 		$251K Sell
23,029
-3,164
-12% -$36.3K 0.05% 134
2022
Q2 		$270K Hold
26,193
– – 0.05% 141
2022
Q1 		$303K Buy
+26,193
New +$301K 0.06% 133

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TCA
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EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCM
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
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
AIM
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return