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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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 $1.16B AUM 53.61% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Pacific Capital Wealth Advisors's NGL Position: Q3 2025 in Review

Pacific Capital Wealth Advisors sold out of NGL Energy Partners (NGL) in Q3 2025, closing a stake of 10,750 shares — an estimated $45.6K sold.

Pacific Capital Wealth Advisors first reported a position in NGL in Q2 2024 and held it in 5 quarters. The position peaked at $54.4K in Q2 2024. 86 funds tracked by Wall St. Rank hold NGL as of Q3 2025.

Pacific Capital Wealth Advisors reported no remaining NGL Energy Partners position as of Q3 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 10,750 NGL Energy Partners shares in Q3 2025, an estimated $45.6K.
Pacific Capital Wealth Advisors first reported a position in NGL Energy Partners in Q2 2024 and held it in 5 quarters.
Pacific Capital Wealth Advisors's NGL Energy Partners position peaked at $54.4K in Q2 2024.
86 funds tracked by Wall St. Rank held NGL Energy Partners as of Q3 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.