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

Medallion 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
Q1 		$14.4K Hold
595
– – ﹤0.01% 714
2025
Q4 		$11.4K Hold
595
– – ﹤0.01% 730
2025
Q3 		$10.9K Hold
595
– – ﹤0.01% 732
2025
Q2 		$11.4K Hold
595
– – ﹤0.01% 725
2025
Q1 		$12.8K Buy
+595
New +$12.5K 0.01% 655

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Medallion Wealth Advisors's PAGP Position: Q1 2026 in Review

Medallion Wealth Advisors held its Plains GP Holdings (PAGP) position steady in Q1 2026 at 595 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Medallion Wealth Advisors first reported a position in PAGP in Q1 2025 and has held it in 5 quarters since. 338 funds tracked by Wall St. Rank hold PAGP as of Q1 2026.

  • Medallion Wealth Advisors held 595 shares of Plains GP Holdings worth $14.4K as of Q1 2026.
  • Medallion Wealth Advisors left its Plains GP Holdings share count unchanged in Q1 2026.
  • Plains GP Holdings made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #714 holding.
  • Medallion Wealth Advisors first reported a position in Plains GP Holdings in Q1 2025 and has held it in 5 quarters since.
  • 338 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.