IHT Wealth Management’s Plains GP Holdings PAGP Stock Holding History

IHT Wealth 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
2025 Q4	–	Sell	-14,000	Closed	-$255K	–	1231
2025 Q3	$255K	Hold	14,000	–	–	0.01%	1007
2025 Q2	$272K	Buy	14,000 +1,000	+8%	+$18.6K	0.01%	930
2025 Q1	$278K	Buy	+13,000	New	+$274K	0.01%	891
2024 Q4	–	Sell	-12,000	Closed	-$222K	–	1170
2024 Q3	$222K	Buy	+12,000	New	+$228K	0.01%	1050
2018 Q2	–	Sell	-24	Closed	-$1K	–	1064
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	1613
2017 Q4	$1K	Hold	24	–	–	﹤0.01%	1602
2017 Q3	$1K	Hold	24	–	–	﹤0.01%	1337
2017 Q2	$9K	Hold	24	–	–	﹤0.01%	1000
2017 Q1	$1K	Hold	24	–	–	﹤0.01%	1198
2016 Q4	$1K	Buy	+24	New	+$823	﹤0.01%	1142

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IHT Wealth Management's PAGP Position: Q4 2025 in Review

IHT Wealth Management sold out of Plains GP Holdings (PAGP) in Q4 2025, closing a stake of 14,000 shares — an estimated $255K sold.

IHT Wealth Management first reported a position in PAGP in Q4 2016 and held it in 10 quarters. The position peaked at $278K in Q1 2025. 313 funds tracked by Wall St. Rank hold PAGP as of Q4 2025.

IHT Wealth Management reported no remaining Plains GP Holdings position as of Q4 2025 after selling out during the quarter.
IHT Wealth Management sold 14,000 Plains GP Holdings shares in Q4 2025, an estimated $255K.
IHT Wealth Management first reported a position in Plains GP Holdings in Q4 2016 and held it in 10 quarters.
IHT Wealth Management's Plains GP Holdings position peaked at $278K in Q1 2025.
313 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.