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Mitchell McLeod Pugh & Williams’s Plains GP Holdings PAGP Stock Holding History

Mitchell McLeod Pugh & Williams’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
2025
Q4 		– Sell
-10,719
Closed -$189K – 297
2025
Q3 		$189K Buy
+10,719
New +$205K 0.03% 277

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's PAGP Position: Q4 2025 in Review

Mitchell McLeod Pugh & Williams sold out of Plains GP Holdings (PAGP) in Q4 2025, closing a stake of 10,719 shares — an estimated $189K sold.

Mitchell McLeod Pugh & Williams first reported a position in PAGP in Q3 2025 and held it in 1 quarter. The position peaked at $189K in Q3 2025. 313 funds tracked by Wall St. Rank hold PAGP as of Q4 2025.

  • Mitchell McLeod Pugh & Williams reported no remaining Plains GP Holdings position as of Q4 2025 after selling out during the quarter.
  • Mitchell McLeod Pugh & Williams sold 10,719 Plains GP Holdings shares in Q4 2025, an estimated $189K.
  • Mitchell McLeod Pugh & Williams first reported a position in Plains GP Holdings in Q3 2025 and held it in 1 quarter.
  • Mitchell McLeod Pugh & Williams's Plains GP Holdings position peaked at $189K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2025.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q4 2025, filed 11 Feb 2026.