Chesley Taft & Associates’s Plains GP Holdings PAGP Stock Holding History

Chesley Taft & Associates’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	$1.31M	Sell	53,900 -200	-0.4%	-$4.8K	0.05%	195
2026 Q1	$1.31M	Buy	54,100 +150	+0.3%	+$3.27K	0.05%	192
2025 Q4	$1.03M	Buy	53,950 +4,800	+10%	+$86.5K	0.04%	215
2025 Q3	$896K	Sell	49,150 -700	-1%	-$13.4K	0.04%	223
2025 Q2	$969K	Sell	49,850 -200	-0.4%	-$3.72K	0.04%	207
2025 Q1	$1.07M	Hold	50,050	–	–	0.05%	193
2024 Q4	$920K	Sell	50,050 -300	-0.6%	-$5.58K	0.04%	206
2024 Q3	$931K	Hold	50,350	–	–	0.04%	200
2024 Q2	$948K	Sell	50,350 -200	-0.4%	-$3.67K	0.05%	192
2024 Q1	$923K	Sell	50,550 -200	-0.4%	-$3.37K	0.05%	198
2023 Q4	$809K	Sell	50,750 -2,325	-4%	-$36.7K	0.05%	201
2023 Q3	$856K	Sell	53,075 -425	-0.8%	-$6.68K	0.06%	188
2023 Q2	$793K	Buy	53,500 +2,600	+5%	+$35.9K	0.05%	195
2023 Q1	$668K	Hold	50,900	–	–	0.04%	204
2022 Q4	$633K	Buy	50,900 +8,700	+21%	+$108K	0.04%	203
2022 Q3	$460K	Buy	+42,200	New	+$484K	0.03%	217

Other funds holding PAGP

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

SL Advisors Westfield, New Jersey $57.2M AUM 12.92% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

General Partner Inc Pittsburgh, Pennsylvania $186M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return