IWM
PAGP icon

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 		$9 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 $9.6B 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 $2.83B AUM 15.14% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return