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Synergy Investment Management’s Plains GP Holdings PAGP Stock Holding History

Synergy Investment 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
2025
Q1 		– Sell
-144
Closed -$2.65K – 648
2024
Q4 		$2.65K Buy
+144
New +$2.68K ﹤0.01% 547

Other funds holding PAGP

Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Energy Income Partners
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Synergy Investment Management's PAGP Position: Q1 2025 in Review

Synergy Investment Management sold out of Plains GP Holdings (PAGP) in Q1 2025, closing a stake of 144 shares — an estimated $2.65K sold.

Synergy Investment Management first reported a position in PAGP in Q4 2024 and held it in 1 quarter. The position peaked at $2.65K in Q4 2024. 317 funds tracked by Wall St. Rank hold PAGP as of Q1 2025.

  • Synergy Investment Management reported no remaining Plains GP Holdings position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 144 Plains GP Holdings shares in Q1 2025, an estimated $2.65K.
  • Synergy Investment Management first reported a position in Plains GP Holdings in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Plains GP Holdings position peaked at $2.65K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.