Insigneo Advisory Services’s Plains GP Holdings PAGP Stock Holding History

Insigneo Advisory Services’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 Q3	–	Sell	-10,231	Closed	-$199K	–	769
2025 Q2	$199K	Buy	10,231 +195	+2%	+$3.63K	0.02%	572
2025 Q1	$214K	Sell	10,036 -1,247	-11%	-$26.2K	0.02%	506
2024 Q4	$207K	Buy	11,283 +1,146	+11%	+$21.3K	0.02%	520
2024 Q3	$188K	Buy	+10,137	New	+$192K	0.02%	557

Other funds holding PAGP

TCA

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

EIP

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

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

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

NIM

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

Insigneo Advisory Services's PAGP Position: Q3 2025 in Review

Insigneo Advisory Services sold out of Plains GP Holdings (PAGP) in Q3 2025, closing a stake of 10,231 shares — an estimated $199K sold.

Insigneo Advisory Services first reported a position in PAGP in Q3 2024 and held it in 4 quarters. The position peaked at $214K in Q1 2025. 324 funds tracked by Wall St. Rank hold PAGP as of Q3 2025.

Insigneo Advisory Services reported no remaining Plains GP Holdings position as of Q3 2025 after selling out during the quarter.
Insigneo Advisory Services sold 10,231 Plains GP Holdings shares in Q3 2025, an estimated $199K.
Insigneo Advisory Services first reported a position in Plains GP Holdings in Q3 2024 and held it in 4 quarters.
Insigneo Advisory Services's Plains GP Holdings position peaked at $214K in Q1 2025.
324 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2025.

Based on Insigneo Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.