IVC Wealth Advisors’s Plains GP Holdings PAGP Stock Holding History

IVC Wealth Advisors’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	$391K	Sell	16,099 -6	-0%	-$144	0.15%	110
2026 Q1	$391K	Buy	16,105 +722	+5%	+$15.8K	0.17%	105
2025 Q4	$294K	Buy	15,383 +221	+1%	+$3.98K	0.13%	131
2025 Q3	$277K	Buy	15,162 +873	+6%	+$16.7K	0.12%	144
2025 Q2	$278K	Buy	14,289 +4,281	+43%	+$79.7K	0.14%	137
2025 Q1	$214K	Buy	+10,008	New	+$211K	0.12%	151

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 $2.78B AUM 20.87% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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

IVC Wealth Advisors's PAGP Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Plains GP Holdings (PAGP) stake by 0.04% in Q2 2026, selling an estimated $144 and leaving 16,099 shares worth $391K. The position accounts for 0.15% of the portfolio, ranked #110.

IVC Wealth Advisors first reported a position in PAGP in Q1 2025 and has held it in 6 quarters since. The position peaked at $391K in Q1 2026. 343 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

IVC Wealth Advisors held 16,099 shares of Plains GP Holdings worth $391K as of Q2 2026.
IVC Wealth Advisors sold 6 Plains GP Holdings shares in Q2 2026, an estimated $144.
Plains GP Holdings made up 0.15% of IVC Wealth Advisors's portfolio in Q2 2026, its #110 holding.
IVC Wealth Advisors first reported a position in Plains GP Holdings in Q1 2025 and has held it in 6 quarters since.
IVC Wealth Advisors's Plains GP Holdings position peaked at $391K in Q1 2026.
343 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.