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 Q2	$2.05M	Buy	84,656 +3,762	+5%	+$90.3K	0.09%	93
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

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 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 New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Angeles Wealth Management's PAGP Position: Q2 2026 in Review

Angeles Wealth Management increased its Plains GP Holdings (PAGP) stake by 4.7% in Q2 2026, buying an estimated $90.3K and bringing the position to 84,656 shares worth $2.05M. The position accounts for 0.09% of the portfolio, ranked #93.

Angeles Wealth Management first reported a position in PAGP in Q1 2022 and has held it in 18 quarters since. 343 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Angeles Wealth Management held 84,656 shares of Plains GP Holdings worth $2.05M as of Q2 2026.
Angeles Wealth Management bought 3,762 Plains GP Holdings shares in Q2 2026, an estimated $90.3K.
Plains GP Holdings made up 0.09% of Angeles Wealth Management's portfolio in Q2 2026, its #93 holding.
Angeles Wealth Management first reported a position in Plains GP Holdings in Q1 2022 and has held it in 18 quarters since.
343 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.