Formidable Asset Management
PAGP icon

Formidable Asset Management’s Plains GP Holdings PAGP Stock Holding History

Formidable Asset Management’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
Q3 		$465K Sell
17,960
-579
-3% -$15.3K 0.07% 249
2026
Q2 		$450K Sell
18,539
-579
-3% -$13.9K 0.07% 246
2026
Q1 		$464K Hold
19,118
– – 0.07% 242
2025
Q4 		$366K Sell
19,118
-1,158
-6% -$20.9K 0.05% 300
2025
Q3 		$370K Hold
20,276
– – 0.06% 291
2025
Q2 		$394K Sell
20,276
-1,158
-5% -$21.6K 0.07% 272
2025
Q1 		$458K Buy
+21,434
New +$451K 0.08% 239

Other funds holding PAGP

Chickasaw Capital Management
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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Turtle Creek Wealth Advisors
Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Formidable Asset Management's PAGP Position: Q3 2026 in Review

Formidable Asset Management reduced its Plains GP Holdings (PAGP) stake by 3.1% in Q3 2026, selling an estimated $15.3K and leaving 17,960 shares worth $465K. The position accounts for 0.07% of the portfolio, ranked #249.

Formidable Asset Management first reported a position in PAGP in Q1 2025 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold PAGP as of Q3 2026.

  • Formidable Asset Management held 17,960 shares of Plains GP Holdings worth $465K as of Q3 2026.
  • Formidable Asset Management sold 579 Plains GP Holdings shares in Q3 2026, an estimated $15.3K.
  • Plains GP Holdings made up 0.07% of Formidable Asset Management's portfolio in Q3 2026, its #249 holding.
  • Formidable Asset Management first reported a position in Plains GP Holdings in Q1 2025 and has held it in 7 quarters since.
  • 128 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.