Drucker Wealth 3.0’s Plains GP Holdings PAGP Stock Holding History

Drucker Wealth 3.0’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	$302K	Sell	12,432 -461	-4%	-$11.1K	0.05%	229
2026 Q1	$313K	Sell	12,893 -369	-3%	-$8.05K	0.05%	200
2025 Q4	$254K	Sell	13,262 -4,172	-24%	-$75.2K	0.04%	224
2025 Q3	$318K	Sell	17,434 -21,146	-55%	-$404K	0.06%	195
2025 Q2	$755K	Sell	38,580 -16,095	-29%	-$300K	0.15%	114
2025 Q1	$1.17M	Sell	54,675 -3,131	-5%	-$65.9K	0.26%	67
2024 Q4	$1.06M	Sell	57,806 -1,304	-2%	-$24.2K	0.25%	75
2024 Q3	$1.09M	Buy	59,110 +970	+2%	+$18.4K	0.26%	79
2024 Q2	$1.09M	Buy	+58,140	New	+$1.07M	0.29%	77

Other funds holding PAGP

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

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

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

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