HF Advisory Group’s Plains GP Holdings PAGP Stock Holding History

HF Advisory Group’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	$5.14M	Sell	211,872 -16,174	-7%	-$388K	1.59%	10
2026 Q1	$5.54M	Buy	228,046 +2,495	+1%	+$54.5K	1.89%	7
2025 Q4	$4.32M	Buy	225,551 +32,523	+17%	+$586K	1.51%	13
2025 Q3	$3.52M	Buy	193,028 +25,111	+15%	+$480K	1.29%	19
2025 Q2	$3.26M	Buy	167,917 +34,971	+26%	+$651K	1.29%	20
2025 Q1	$2.84M	Sell	132,946 -5,112	-4%	-$108K	1.24%	19
2024 Q4	$2.54M	Buy	138,058 +32,691	+31%	+$608K	1.17%	23
2024 Q3	$1.95M	Buy	105,367 +2,906	+3%	+$55.2K	0.91%	37
2024 Q2	$1.93M	Sell	102,461 -5,010	-5%	-$91.9K	1%	32
2024 Q1	$1.96M	Buy	107,471 +9,584	+10%	+$162K	1.1%	27
2023 Q4	$1.56M	Buy	97,887 +70,540	+258%	+$1.11M	1%	33
2023 Q3	$439K	Sell	27,347 -328	-1%	-$5.16K	0.33%	101
2023 Q2	$410K	Buy	+27,675	New	+$382K	0.32%	99

Other funds holding PAGP

CCM

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

SAM

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

GHAM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Diesslin Group Fort Worth, Texas $259M AUM

AAA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HF Advisory Group's PAGP Position: Q2 2026 in Review

HF Advisory Group reduced its Plains GP Holdings (PAGP) stake by 7.1% in Q2 2026, selling an estimated $388K and leaving 211,872 shares worth $5.14M. The position accounts for 1.59% of the portfolio, ranked #10.

HF Advisory Group first reported a position in PAGP in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.54M in Q1 2026. 34 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

HF Advisory Group held 211,872 shares of Plains GP Holdings worth $5.14M as of Q2 2026.
HF Advisory Group sold 16,174 Plains GP Holdings shares in Q2 2026, an estimated $388K.
Plains GP Holdings made up 1.59% of HF Advisory Group's portfolio in Q2 2026, its #10 holding.
HF Advisory Group first reported a position in Plains GP Holdings in Q2 2023 and has held it in 13 quarters since.
HF Advisory Group's Plains GP Holdings position peaked at $5.54M in Q1 2026.
34 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.