SAI
PAGP icon

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
Q2 		$353K Sell
14,530
-1,370
-9% -$32.9K 0.01% 923
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 $9.84B 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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 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

Savvy Advisors Inc's PAGP Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Plains GP Holdings (PAGP) stake by 8.6% in Q2 2026, selling an estimated $32.9K and leaving 14,530 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #923.

Savvy Advisors Inc first reported a position in PAGP in Q3 2025 and has held it in 4 quarters since. The position peaked at $386K in Q1 2026. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

  • Savvy Advisors Inc held 14,530 shares of Plains GP Holdings worth $353K as of Q2 2026.
  • Savvy Advisors Inc sold 1,370 Plains GP Holdings shares in Q2 2026, an estimated $32.9K.
  • Plains GP Holdings made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #923 holding.
  • Savvy Advisors Inc first reported a position in Plains GP Holdings in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's Plains GP Holdings position peaked at $386K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.