ORG Partners’s Plains GP Holdings PAGP Stock Holding History

ORG Partners’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
2024 Q4	–	Sell	-2,327	Closed	-$43K	–	1318
2024 Q3	$43K	Hold	2,327	–	–	0.01%	543
2024 Q2	$44.3K	Buy	+2,327	New	+$42.7K	0.01%	826
2024 Q1	–	Sell	-2,327	Closed	-$37.1K	–	913
2023 Q4	$37.1K	Hold	2,327	–	–	0.01%	586
2023 Q3	$37.5K	Hold	2,327	–	–	0.01%	570
2023 Q2	$34.7K	Buy	+2,327	New	+$32.1K	0.01%	747

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 $2.79B AUM 24.88% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

ORG Partners's PAGP Position: Q4 2024 in Review

ORG Partners sold out of Plains GP Holdings (PAGP) in Q4 2024, closing a stake of 2,327 shares — an estimated $43K sold.

ORG Partners first reported a position in PAGP in Q2 2023 and held it in 5 quarters. The position peaked at $44.3K in Q2 2024. 304 funds tracked by Wall St. Rank hold PAGP as of Q4 2024.

ORG Partners reported no remaining Plains GP Holdings position as of Q4 2024 after selling out during the quarter.
ORG Partners sold 2,327 Plains GP Holdings shares in Q4 2024, an estimated $43K.
ORG Partners first reported a position in Plains GP Holdings in Q2 2023 and held it in 5 quarters.
ORG Partners's Plains GP Holdings position peaked at $44.3K in Q2 2024.
304 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2024.

Based on ORG Partners's 13F filing for Q4 2024, filed 10 Jan 2025.