Aventura Private Wealth’s Plains GP Holdings PAGP Stock Holding History

Aventura Private Wealth’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	$825	Hold	34	–	–	﹤0.01%	902
2026 Q1	$826	Hold	34	–	–	﹤0.01%	813
2025 Q4	$651	Hold	34	–	–	﹤0.01%	781
2025 Q3	$620	Hold	34	–	–	﹤0.01%	755
2025 Q2	$661	Buy	+34	New	+$633	﹤0.01%	713

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 $2.79B AUM 24.88% 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 $11.5B AUM 61.77% 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

Aventura Private Wealth's PAGP Position: Q2 2026 in Review

Aventura Private Wealth held its Plains GP Holdings (PAGP) position steady in Q2 2026 at 34 shares worth $825. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Aventura Private Wealth first reported a position in PAGP in Q2 2025 and has held it in 5 quarters since. The position peaked at $826 in Q1 2026. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Aventura Private Wealth held 34 shares of Plains GP Holdings worth $825 as of Q2 2026.
Aventura Private Wealth left its Plains GP Holdings share count unchanged in Q2 2026.
Plains GP Holdings made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #902 holding.
Aventura Private Wealth first reported a position in Plains GP Holdings in Q2 2025 and has held it in 5 quarters since.
Aventura Private Wealth's Plains GP Holdings position peaked at $826 in Q1 2026.
342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.