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

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 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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. 342 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.
342 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.