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FWL Investment Management’s Plains GP Holdings PAGP Stock Holding History

FWL Investment 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
Q1 		$42.2K Hold
1,740
– – 0.01% 176
2025
Q4 		$33.3K Sell
1,740
-42,392
-96% -$764K 0.01% 192
2025
Q3 		$805K Sell
44,132
-5,797
-12% -$111K 0.21% 57
2025
Q2 		$970K Buy
+49,929
New +$930K 0.3% 54

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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 $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FWL Investment Management's PAGP Position: Q1 2026 in Review

FWL Investment Management held its Plains GP Holdings (PAGP) position steady in Q1 2026 at 1,740 shares worth $42.2K. The position accounts for 0.01% of the portfolio, ranked #176.

FWL Investment Management first reported a position in PAGP in Q2 2025 and has held it in 4 quarters since. The position peaked at $970K in Q2 2025. 338 funds tracked by Wall St. Rank hold PAGP as of Q1 2026.

  • FWL Investment Management held 1,740 shares of Plains GP Holdings worth $42.2K as of Q1 2026.
  • FWL Investment Management left its Plains GP Holdings share count unchanged in Q1 2026.
  • Plains GP Holdings made up 0.01% of FWL Investment Management's portfolio in Q1 2026, its #176 holding.
  • FWL Investment Management first reported a position in Plains GP Holdings in Q2 2025 and has held it in 4 quarters since.
  • FWL Investment Management's Plains GP Holdings position peaked at $970K in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.