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Pacific Capital Wealth Advisors’s NGL Energy Partners NGL Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio NGL Stock Details NGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,750
Closed -$45.6K – 83
2025
Q2 		$45.6K Hold
10,750
– – 0.01% 73
2025
Q1 		$48.8K Hold
10,750
– – 0.01% 82
2024
Q4 		$53.6K Hold
10,750
– – 0.01% 142
2024
Q3 		$48.4K Hold
10,750
– – 0.01% 159
2024
Q2 		$54.4K Buy
+10,750
New +$60.9K 0.01% 146

Other funds holding NGL

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return