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 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

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

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

TCWA

Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

FCMT

Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

Formidable Asset Management's PAGP Position: Q2 2026 in Review

Formidable Asset Management reduced its Plains GP Holdings (PAGP) stake by 3% in Q2 2026, selling an estimated $13.9K and leaving 18,539 shares worth $450K. The position accounts for 0.07% of the portfolio, ranked #246.

Formidable Asset Management first reported a position in PAGP in Q1 2025 and has held it in 6 quarters since. The position peaked at $464K in Q1 2026. 88 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Formidable Asset Management held 18,539 shares of Plains GP Holdings worth $450K as of Q2 2026.
Formidable Asset Management sold 579 Plains GP Holdings shares in Q2 2026, an estimated $13.9K.
Plains GP Holdings made up 0.07% of Formidable Asset Management's portfolio in Q2 2026, its #246 holding.
Formidable Asset Management first reported a position in Plains GP Holdings in Q1 2025 and has held it in 6 quarters since.
Formidable Asset Management's Plains GP Holdings position peaked at $464K in Q1 2026.
88 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.