Mark Sheptoff Financial Planning’s Plains GP Holdings PAGP Stock Holding History

Mark Sheptoff Financial Planning’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	$129K	Sell	5,300 -600	-10%	-$14.4K	0.07%	120
2026 Q1	$143K	Buy	5,900 +700	+13%	+$15.3K	0.08%	114
2025 Q4	$99.5K	Hold	5,200	–	–	0.05%	143
2025 Q3	$94.8K	Hold	5,200	–	–	0.05%	146
2025 Q2	$101K	Buy	5,200 +200	+4%	+$3.72K	0.05%	126
2025 Q1	$107K	Buy	5,000 +600	+14%	+$12.6K	0.06%	116
2024 Q4	$80.9K	Buy	4,400 +4,000	+1,000%	+$74.3K	0.04%	138
2024 Q3	$7.4K	Buy	+400	New	+$7.59K	﹤0.01%	336

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

Mark Sheptoff Financial Planning's PAGP Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its Plains GP Holdings (PAGP) stake by 10% in Q2 2026, selling an estimated $14.4K and leaving 5,300 shares worth $129K. The position accounts for 0.07% of the portfolio, ranked #120.

Mark Sheptoff Financial Planning first reported a position in PAGP in Q3 2024 and has held it in 8 quarters since. The position peaked at $143K in Q1 2026. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Mark Sheptoff Financial Planning held 5,300 shares of Plains GP Holdings worth $129K as of Q2 2026.
Mark Sheptoff Financial Planning sold 600 Plains GP Holdings shares in Q2 2026, an estimated $14.4K.
Plains GP Holdings made up 0.07% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #120 holding.
Mark Sheptoff Financial Planning first reported a position in Plains GP Holdings in Q3 2024 and has held it in 8 quarters since.
Mark Sheptoff Financial Planning's Plains GP Holdings position peaked at $143K in Q1 2026.
342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.