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Savvy Advisors Inc’s Plains GP Holdings PAGP Stock Holding History

Savvy Advisors Inc’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 		$386K Sell
15,900
-1,000
-6% -$21.8K 0.01% 760
2025
Q4 		$323K Hold
16,900
– – 0.01% 739
2025
Q3 		$308K Buy
+16,900
New +$323K 0.01% 609

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

Savvy Advisors Inc's PAGP Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Plains GP Holdings (PAGP) stake by 5.9% in Q1 2026, selling an estimated $21.8K and leaving 15,900 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #760.

Savvy Advisors Inc first reported a position in PAGP in Q3 2025 and has held it in 3 quarters since. 338 funds tracked by Wall St. Rank hold PAGP as of Q1 2026.

  • Savvy Advisors Inc held 15,900 shares of Plains GP Holdings worth $386K as of Q1 2026.
  • Savvy Advisors Inc sold 1,000 Plains GP Holdings shares in Q1 2026, an estimated $21.8K.
  • Plains GP Holdings made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #760 holding.
  • Savvy Advisors Inc first reported a position in Plains GP Holdings in Q3 2025 and has held it in 3 quarters since.
  • 338 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.