SFMG Wealth Advisors’s Plains GP Holdings PAGP Stock Holding History

SFMG Wealth Advisors’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
2025 Q1	–	Sell	-75,489	Closed	-$1.39M	–	291
2024 Q4	$1.39M	Hold	75,489	–	–	0.11%	88
2024 Q3	$1.4M	Buy	75,489 +35,240	+88%	+$669K	0.11%	82
2024 Q2	$757K	Hold	40,249	–	–	0.07%	105
2024 Q1	$735K	Hold	40,249	–	–	0.06%	109
2023 Q4	$642K	Hold	40,249	–	–	0.06%	114
2023 Q3	$649K	Buy	40,249 +16,620	+70%	+$261K	0.07%	108
2023 Q2	$350K	Hold	23,629	–	–	0.04%	158
2023 Q1	$310K	Hold	23,629	–	–	0.03%	176
2022 Q4	$294K	Hold	23,629	–	–	0.03%	183
2022 Q3	$276K	Buy	23,629 +4,879	+26%	+$55.9K	0.03%	181
2022 Q2	$194K	Hold	18,750	–	–	0.02%	241
2022 Q1	$217K	Hold	18,750	–	–	0.02%	260
2021 Q4	$190K	Hold	18,750	–	–	0.02%	274
2021 Q3	$202K	Buy	18,750 +3,750	+25%	+$39.2K	0.02%	243
2021 Q2	$179K	Hold	15,000	–	–	0.02%	251
2021 Q1	$141K	Hold	15,000	–	–	0.02%	233
2020 Q4	$127K	Hold	15,000	–	–	0.02%	218
2020 Q3	$91K	Buy	15,000 +3,750	+33%	+$28.7K	0.01%	179
2020 Q2	$100K	Hold	11,250	–	–	0.01%	158
2020 Q1	$63K	Hold	11,250	–	–	0.01%	138
2019 Q4	$213K	Hold	11,250	–	–	0.03%	153
2019 Q3	$239K	Buy	+11,250	New	+$260K	0.03%	131

Other funds holding PAGP

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return