IVC Wealth Advisors
PAGP icon

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
Q3 		$407K Sell
15,728
-371
-2% -$9.8K 0.16% 105
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

IVC Wealth Advisors's PAGP Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Plains GP Holdings (PAGP) stake by 2.3% in Q3 2026, selling an estimated $9.8K and leaving 15,728 shares worth $407K. The position accounts for 0.16% of the portfolio, ranked #105.

IVC Wealth Advisors first reported a position in PAGP in Q1 2025 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold PAGP as of Q3 2026.

  • IVC Wealth Advisors held 15,728 shares of Plains GP Holdings worth $407K as of Q3 2026.
  • IVC Wealth Advisors sold 371 Plains GP Holdings shares in Q3 2026, an estimated $9.8K.
  • Plains GP Holdings made up 0.16% of IVC Wealth Advisors's portfolio in Q3 2026, its #105 holding.
  • IVC Wealth Advisors first reported a position in Plains GP Holdings in Q1 2025 and has held it in 7 quarters since.
  • 258 funds tracked by Wall St. Rank held Plains GP Holdings as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.