Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Plains GP Holdings PAGP Stock Holding History

Carson Wealth (CWM LLC)’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 		$158K Sell
6,497
-1,616
-20% -$35.3K ﹤0.01% 2927
2025
Q4 		$155K Buy
8,113
+636
+9% +$11.5K ﹤0.01% 2760
2025
Q3 		$136K Buy
7,477
+4,594
+159% +$87.8K ﹤0.01% 2741
2025
Q2 		$56K Buy
2,883
+2,300
+395% +$42.8K ﹤0.01% 3192
2025
Q1 		$12K Hold
583
– – ﹤0.01% 4014
2024
Q4 		$11K Sell
583
-43
-7% -$799 ﹤0.01% 3820
2024
Q3 		$12K Sell
626
-2,402
-79% -$45.6K ﹤0.01% 3685
2024
Q2 		$57K Buy
3,028
+1,147
+61% +$21K ﹤0.01% 2387
2024
Q1 		$34K Buy
+1,881
New +$31.7K ﹤0.01% 2558
2017
Q3 		– Sell
-75
Closed -$2K – 1538
2017
Q2 		$2K Hold
75
– – ﹤0.01% 1023
2017
Q1 		$2K Hold
75
– – ﹤0.01% 999
2016
Q4 		$3K Hold
75
– – ﹤0.01% 933
2016
Q3 		$3K Buy
+75
New +$2.26K ﹤0.01% 883

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PAGP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Plains GP Holdings (PAGP) stake by 20% in Q1 2026, selling an estimated $35.3K and leaving 6,497 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2927.

Carson Wealth (CWM LLC) first reported a position in PAGP in Q3 2016 and has held it in 13 quarters since. 338 funds tracked by Wall St. Rank hold PAGP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,497 shares of Plains GP Holdings worth $158K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,616 Plains GP Holdings shares in Q1 2026, an estimated $35.3K.
  • Plains GP Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2927 holding.
  • Carson Wealth (CWM LLC) first reported a position in Plains GP Holdings in Q3 2016 and has held it in 13 quarters since.
  • 338 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.