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SHP Wealth Management’s Plains GP Holdings PAGP Stock Holding History

SHP Wealth Management’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 		– Sell
-218
Closed -$5.29K – 2052
2026
Q1 		$5.29K Buy
+218
New +$4.76K ﹤0.01% 1054

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

SHP Wealth Management's PAGP Position: Q2 2026 in Review

SHP Wealth Management sold out of Plains GP Holdings (PAGP) in Q2 2026, closing a stake of 218 shares — an estimated $5.29K sold.

SHP Wealth Management first reported a position in PAGP in Q1 2026 and held it in 1 quarter. The position peaked at $5.29K in Q1 2026. 342 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

  • SHP Wealth Management reported no remaining Plains GP Holdings position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 218 Plains GP Holdings shares in Q2 2026, an estimated $5.29K.
  • SHP Wealth Management first reported a position in Plains GP Holdings in Q1 2026 and held it in 1 quarter.
  • SHP Wealth Management's Plains GP Holdings position peaked at $5.29K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.