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SummitTX Capital’s Plains GP Holdings PAGP Stock Holding History

SummitTX Capital’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
Q4 		– Sell
-21,596
Closed -$394K – 903
2025
Q3 		$394K Buy
+21,596
New +$413K 0.02% 573

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 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
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
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SummitTX Capital's PAGP Position: Q4 2025 in Review

SummitTX Capital sold out of Plains GP Holdings (PAGP) in Q4 2025, closing a stake of 21,596 shares — an estimated $394K sold.

SummitTX Capital first reported a position in PAGP in Q3 2025 and held it in 1 quarter. The position peaked at $394K in Q3 2025. 313 funds tracked by Wall St. Rank hold PAGP as of Q4 2025.

  • SummitTX Capital reported no remaining Plains GP Holdings position as of Q4 2025 after selling out during the quarter.
  • SummitTX Capital sold 21,596 Plains GP Holdings shares in Q4 2025, an estimated $394K.
  • SummitTX Capital first reported a position in Plains GP Holdings in Q3 2025 and held it in 1 quarter.
  • SummitTX Capital's Plains GP Holdings position peaked at $394K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.