Avidian Wealth Enterprises’s Plains GP Holdings PAGP Stock Holding History

Avidian Wealth Enterprises’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	$2.6M	Buy	107,159 +2,705	+3%	+$64.9K	0.07%	181
2026 Q1	$2.54M	Buy	104,454 +79,192	+313%	+$1.73M	0.08%	160
2025 Q4	$484K	Buy	25,262 +379	+2%	+$6.83K	0.02%	383
2025 Q3	$454K	Buy	24,883 +3,870	+18%	+$73.9K	0.02%	389
2025 Q2	$408K	Buy	21,013 +352	+2%	+$6.55K	0.02%	383
2025 Q1	$441K	Sell	20,661 -1,918	-8%	-$40.4K	0.02%	333
2024 Q4	$415K	Buy	22,579 +10,785	+91%	+$200K	0.02%	333
2024 Q3	$218K	Sell	11,794 -233	-2%	-$4.42K	0.01%	466
2024 Q2	$226K	Buy	+12,027	New	+$221K	0.01%	457

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

Avidian Wealth Enterprises's PAGP Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Plains GP Holdings (PAGP) stake by 2.6% in Q2 2026, buying an estimated $64.9K and bringing the position to 107,159 shares worth $2.6M. The position accounts for 0.07% of the portfolio, ranked #181.

Avidian Wealth Enterprises first reported a position in PAGP in Q2 2024 and has held it in 9 quarters since. 340 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Avidian Wealth Enterprises held 107,159 shares of Plains GP Holdings worth $2.6M as of Q2 2026.
Avidian Wealth Enterprises bought 2,705 Plains GP Holdings shares in Q2 2026, an estimated $64.9K.
Plains GP Holdings made up 0.07% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #181 holding.
Avidian Wealth Enterprises first reported a position in Plains GP Holdings in Q2 2024 and has held it in 9 quarters since.
340 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.