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 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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

TCWA

Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Central Valley Advisors's PAGP Position: Q2 2026 in Review

Central Valley Advisors reduced its Plains GP Holdings (PAGP) stake by 0.05% in Q2 2026, selling an estimated $2.21K and leaving 175,704 shares worth $4.26M. The position accounts for 1.09% of the portfolio, ranked #22.

Central Valley Advisors first reported a position in PAGP in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.27M in Q1 2026. 109 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Central Valley Advisors held 175,704 shares of Plains GP Holdings worth $4.26M as of Q2 2026.
Central Valley Advisors sold 92 Plains GP Holdings shares in Q2 2026, an estimated $2.21K.
Plains GP Holdings made up 1.09% of Central Valley Advisors's portfolio in Q2 2026, its #22 holding.
Central Valley Advisors first reported a position in Plains GP Holdings in Q4 2024 and has held it in 7 quarters since.
Central Valley Advisors's Plains GP Holdings position peaked at $4.27M in Q1 2026.
109 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.