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Central Valley Advisors’s Plains GP Holdings PAGP Stock Holding History

Central Valley Advisors’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
Q3 		$4.54M Sell
175,365
-339
-0.2% -$8.95K 1.22% 21
2026
Q2 		$4.26M Sell
175,704
-92
-0.1% -$2.21K 1.09% 22
2026
Q1 		$4.27M Buy
175,796
+1,492
+0.9% +$32.6K 1.16% 20
2025
Q4 		$3.34M Buy
174,304
+4,676
+3% +$84.3K 1% 28
2025
Q3 		$3.09M Buy
169,628
+171
+0.1% +$3.27K 0.96% 30
2025
Q2 		$3.29M Buy
169,457
+10,842
+7% +$202K 1.12% 25
2025
Q1 		$3.39M Sell
158,615
-1,826
-1% -$38.4K 1.28% 23
2024
Q4 		$2.95M Buy
+160,441
New +$2.98M 1.34% 19

Other funds holding PAGP

Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Founders Capital Management (Texas)
Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return

Central Valley Advisors's PAGP Position: Q3 2026 in Review

Central Valley Advisors reduced its Plains GP Holdings (PAGP) stake by 0.19% in Q3 2026, selling an estimated $8.95K and leaving 175,365 shares worth $4.54M. The position accounts for 1.22% of the portfolio, ranked #21.

Central Valley Advisors first reported a position in PAGP in Q4 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold PAGP as of Q3 2026.

  • Central Valley Advisors held 175,365 shares of Plains GP Holdings worth $4.54M as of Q3 2026.
  • Central Valley Advisors sold 339 Plains GP Holdings shares in Q3 2026, an estimated $8.95K.
  • Plains GP Holdings made up 1.22% of Central Valley Advisors's portfolio in Q3 2026, its #21 holding.
  • Central Valley Advisors first reported a position in Plains GP Holdings in Q4 2024 and has held it in 8 quarters since.
  • 101 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.