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

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

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 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

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. 34 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.
34 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.