Turtle Creek Wealth Advisors’s Plains GP Holdings PAGP Stock Holding History

Turtle Creek 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
2026 Q2	$19.7M	Buy	810,338 +10,000	+1%	+$240K	1.04%	22
2026 Q1	$19.4M	Hold	800,338	–	–	1.47%	14
2025 Q4	$15.3M	Sell	800,338 -525	-0.1%	-$9.47K	1.21%	18
2025 Q3	$14.6M	Buy	800,863 +115,020	+17%	+$2.2M	1.3%	15
2025 Q2	$13.3M	Buy	685,843 +202,625	+42%	+$3.77M	1.57%	11
2025 Q1	$10.3M	Buy	+483,218	New	+$10.2M	1.54%	14

Other funds holding PAGP

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goodman Financial Houston, Texas $647M AUM 24.17% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Turtle Creek Wealth Advisors's PAGP Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Plains GP Holdings (PAGP) stake by 1.2% in Q2 2026, buying an estimated $240K and bringing the position to 810,338 shares worth $19.7M. The position accounts for 1.04% of the portfolio, ranked #22.

Turtle Creek Wealth Advisors first reported a position in PAGP in Q1 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Turtle Creek Wealth Advisors held 810,338 shares of Plains GP Holdings worth $19.7M as of Q2 2026.
Turtle Creek Wealth Advisors bought 10,000 Plains GP Holdings shares in Q2 2026, an estimated $240K.
Plains GP Holdings made up 1.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Turtle Creek Wealth Advisors first reported a position in Plains GP Holdings in Q1 2025 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.