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Custom Index Systems’s Plains GP Holdings PAGP Stock Holding History

Custom Index Systems’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
Q4 		– Sell
-18,737
Closed -$342K – 273
2025
Q3 		$342K Buy
18,737
+6,585
+54% +$126K 0.1% 205
2025
Q2 		$236K Sell
12,152
-748
-6% -$13.9K 0.11% 219
2025
Q1 		$276K Sell
12,900
-1,538
-11% -$32.4K 0.14% 220
2024
Q4 		$265K Buy
+14,438
New +$268K 0.14% 191

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Custom Index Systems's PAGP Position: Q4 2025 in Review

Custom Index Systems sold out of Plains GP Holdings (PAGP) in Q4 2025, closing a stake of 18,737 shares — an estimated $342K sold.

Custom Index Systems first reported a position in PAGP in Q4 2024 and held it in 4 quarters. The position peaked at $342K in Q3 2025. 313 funds tracked by Wall St. Rank hold PAGP as of Q4 2025.

  • Custom Index Systems reported no remaining Plains GP Holdings position as of Q4 2025 after selling out during the quarter.
  • Custom Index Systems sold 18,737 Plains GP Holdings shares in Q4 2025, an estimated $342K.
  • Custom Index Systems first reported a position in Plains GP Holdings in Q4 2024 and held it in 4 quarters.
  • Custom Index Systems's Plains GP Holdings position peaked at $342K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2025.

Based on Custom Index Systems's 13F filing for Q4 2025, filed 12 Feb 2026.