AWM
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Axxcess Wealth Management’s Plains GP Holdings PAGP Stock Holding History

Axxcess 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
2024
Q2 		– Sell
-40,128
Closed -$732K – 916
2024
Q1 		$732K Sell
40,128
-20,300
-34% -$342K 0.02% 446
2023
Q4 		$964K Hold
60,428
– – 0.03% 365
2023
Q3 		$974K Buy
60,428
+37,862
+168% +$595K 0.03% 325
2023
Q2 		$335K Sell
22,566
-20,241
-47% -$280K 0.02% 430
2023
Q1 		$562K Buy
42,807
+7,716
+22% +$101K 0.04% 351
2022
Q4 		$437K Buy
35,091
+12,525
+56% +$156K 0.04% 386
2022
Q3 		$246K Hold
22,566
– – 0.02% 448
2022
Q2 		$233K Hold
22,566
– – 0.02% 459
2022
Q1 		$261K Hold
22,566
– – 0.02% 513
2021
Q4 		$229K Buy
+22,566
New +$243K 0.02% 555

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return