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Essex Financial Services’s Plains GP Holdings PAGP Stock Holding History

Essex Financial Services’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 		$636K Buy
26,197
+7
+0% +$168 0.03% 420
2026
Q1 		$636K Sell
26,190
-1,187
-4% -$25.9K 0.04% 392
2025
Q4 		$524K Sell
27,377
-432
-2% -$7.79K 0.03% 428
2025
Q3 		$507K Sell
27,809
-3,750
-12% -$71.6K 0.03% 423
2025
Q2 		$613K Sell
31,559
-574
-2% -$10.7K 0.04% 369
2025
Q1 		$686K Buy
+32,133
New +$676K 0.05% 312
2014
Q4 		– Sell
-2,694
Closed -$220K – 326
2014
Q3 		$220K Sell
2,694
-590
-18% -$48K 0.07% 270
2014
Q2 		$280K Buy
+3,284
New +$248K 0.08% 235

Other funds holding PAGP

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Essex Financial Services's PAGP Position: Q2 2026 in Review

Essex Financial Services increased its Plains GP Holdings (PAGP) stake by 0.03% in Q2 2026, buying an estimated $168 and bringing the position to 26,197 shares worth $636K. The position accounts for 0.03% of the portfolio, ranked #420.

Essex Financial Services first reported a position in PAGP in Q2 2014 and has held it in 8 quarters since. The position peaked at $686K in Q1 2025. 204 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

  • Essex Financial Services held 26,197 shares of Plains GP Holdings worth $636K as of Q2 2026.
  • Essex Financial Services bought 7 Plains GP Holdings shares in Q2 2026, an estimated $168.
  • Plains GP Holdings made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #420 holding.
  • Essex Financial Services first reported a position in Plains GP Holdings in Q2 2014 and has held it in 8 quarters since.
  • Essex Financial Services's Plains GP Holdings position peaked at $686K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.