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Coppell Advisory Solutions’s Plains GP Holdings PAGP Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-561
Closed -$10.2K – 1396
2024
Q4 		$10.2K Sell
561
-15
-3% -$279 ﹤0.01% 1108
2024
Q3 		$10.7K Sell
576
-73
-11% -$1.39K ﹤0.01% 1061
2024
Q2 		$12.2K Buy
+649
New +$11.9K ﹤0.01% 951
2023
Q4 		$20.6K Buy
+1,293
New +$20.4K ﹤0.01% 728

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Coppell Advisory Solutions's PAGP Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Plains GP Holdings (PAGP) in Q1 2025, closing a stake of 561 shares — an estimated $10.2K sold.

Coppell Advisory Solutions first reported a position in PAGP in Q4 2023 and held it in 4 quarters. The position peaked at $20.6K in Q4 2023. 317 funds tracked by Wall St. Rank hold PAGP as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Plains GP Holdings position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 561 Plains GP Holdings shares in Q1 2025, an estimated $10.2K.
  • Coppell Advisory Solutions first reported a position in Plains GP Holdings in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Plains GP Holdings position peaked at $20.6K in Q4 2023.
  • 317 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.