U.S. Capital Wealth Advisors’s Plains GP Holdings PAGP Stock Holding History

U.S. Capital 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 Q1	$2.56M	Buy	105,380 +964	+0.9%	+$21K	0.06%	288
2025 Q4	$2M	Buy	104,416 +6,142	+6%	+$111K	0.05%	337
2025 Q3	$1.79M	Buy	98,274 +1,027	+1%	+$19.6K	0.05%	356
2025 Q2	$1.89M	Buy	97,247 +403	+0.4%	+$7.5K	0.06%	310
2025 Q1	$2.07M	Buy	96,844 +61,056	+171%	+$1.28M	0.06%	278
2024 Q4	$658K	Buy	35,788 +19	+0.1%	+$353	0.02%	506
2024 Q3	$662K	Buy	35,769 +19	+0.1%	+$361	0.02%	415
2024 Q2	$673K	Buy	35,750 +19	+0.1%	+$349	0.03%	401
2024 Q1	$652K	Buy	35,731 +20	+0.1%	+$337	0.03%	415
2023 Q4	$570K	Buy	35,711 +17	+0%	+$268	0.02%	430
2023 Q3	$575K	Buy	+35,694	New	+$561K	0.03%	407
2023 Q1	–	Sell	-1,715	Closed	-$21.3K	–	1247
2022 Q4	$21.3K	Buy	+1,715	New	+$21.4K	﹤0.01%	1091

Other funds holding PAGP

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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 $2.78B AUM 20.87% 1-Year Est. Return

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

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

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

AIM

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's PAGP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Plains GP Holdings (PAGP) stake by 0.92% in Q1 2026, buying an estimated $21K and bringing the position to 105,380 shares worth $2.56M. The position accounts for 0.06% of the portfolio, ranked #288.

U.S. Capital Wealth Advisors first reported a position in PAGP in Q4 2022 and has held it in 12 quarters since. 338 funds tracked by Wall St. Rank hold PAGP as of Q1 2026.

U.S. Capital Wealth Advisors held 105,380 shares of Plains GP Holdings worth $2.56M as of Q1 2026.
U.S. Capital Wealth Advisors bought 964 Plains GP Holdings shares in Q1 2026, an estimated $21K.
Plains GP Holdings made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #288 holding.
U.S. Capital Wealth Advisors first reported a position in Plains GP Holdings in Q4 2022 and has held it in 12 quarters since.
338 funds tracked by Wall St. Rank held Plains GP Holdings as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.