JRM Investment Counsel’s Plains GP Holdings PAGP Stock Holding History

JRM Investment Counsel’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	$6.19M	Hold	255,000	–	–	1.5%	12
2026 Q1	$6.19M	Buy	255,000 +26,000	+11%	+$568K	1.65%	12
2025 Q4	$4.38M	Hold	229,000	–	–	1.27%	11
2025 Q3	$4.18M	Buy	229,000 +10,000	+5%	+$191K	1.25%	11
2025 Q2	$4.26M	Buy	219,000 +55,000	+34%	+$1.02M	1.37%	11
2025 Q1	$3.5M	Buy	+164,000	New	+$3.45M	1.19%	12
2020 Q2	–	Sell	-143,030	Closed	-$802K	–	20
2020 Q1	$802K	Buy	143,030 +68,630	+92%	+$966K	0.66%	19
2019 Q4	$1.41M	Sell	74,400 -124,907	-63%	-$2.34M	0.86%	24
2019 Q3	$4.23M	Buy	199,307 +41,919	+27%	+$968K	2.8%	11
2019 Q2	$3.93M	Buy	157,388 +9,385	+6%	+$227K	2.73%	12
2019 Q1	$3.69M	Buy	148,003 +8,437	+6%	+$199K	2.69%	13
2018 Q4	$2.81M	Buy	139,566 +49,563	+55%	+$1.1M	2.2%	16
2018 Q3	$2.21M	Sell	90,003 -221	-0.2%	-$5.47K	1.47%	23
2018 Q2	$2.16M	Sell	90,224 -2,003	-2%	-$49.1K	1.69%	21
2018 Q1	$2.01M	Sell	92,227 -1,563	-2%	-$34.6K	1.61%	22
2017 Q4	$2.06M	Sell	93,790 -79,328	-46%	-$1.67M	1.58%	23
2017 Q3	$3.79M	Buy	173,118 +50,005	+41%	+$1.19M	3.05%	12
2017 Q2	$3.22M	Buy	+123,113	New	+$3.44M	2.52%	16

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

JRM Investment Counsel's PAGP Position: Q2 2026 in Review

JRM Investment Counsel held its Plains GP Holdings (PAGP) position steady in Q2 2026 at 255,000 shares worth $6.19M. The position accounts for 1.5% of the portfolio, ranked #12.

JRM Investment Counsel first reported a position in PAGP in Q2 2017 and has held it in 18 quarters since. The position peaked at $6.19M in Q1 2026. 321 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

JRM Investment Counsel held 255,000 shares of Plains GP Holdings worth $6.19M as of Q2 2026.
JRM Investment Counsel left its Plains GP Holdings share count unchanged in Q2 2026.
Plains GP Holdings made up 1.5% of JRM Investment Counsel's portfolio in Q2 2026, its #12 holding.
JRM Investment Counsel first reported a position in Plains GP Holdings in Q2 2017 and has held it in 18 quarters since.
JRM Investment Counsel's Plains GP Holdings position peaked at $6.19M in Q1 2026.
321 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on JRM Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.