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Disciplined Investments’s Plains GP Holdings PAGP Stock Holding History

Disciplined Investments’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 		$238K Sell
9,794
-1,300
-12% -$31.2K 0.08% 130
2026
Q1 		$269K Buy
+11,094
New +$242K 0.1% 118

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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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

Disciplined Investments's PAGP Position: Q2 2026 in Review

Disciplined Investments reduced its Plains GP Holdings (PAGP) stake by 12% in Q2 2026, selling an estimated $31.2K and leaving 9,794 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #130.

Disciplined Investments first reported a position in PAGP in Q1 2026 and has held it in 2 quarters since. The position peaked at $269K in Q1 2026. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

  • Disciplined Investments held 9,794 shares of Plains GP Holdings worth $238K as of Q2 2026.
  • Disciplined Investments sold 1,300 Plains GP Holdings shares in Q2 2026, an estimated $31.2K.
  • Plains GP Holdings made up 0.08% of Disciplined Investments's portfolio in Q2 2026, its #130 holding.
  • Disciplined Investments first reported a position in Plains GP Holdings in Q1 2026 and has held it in 2 quarters since.
  • Disciplined Investments's Plains GP Holdings position peaked at $269K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.