WOSD
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WFA of San Diego’s Plains GP Holdings PAGP Stock Holding History

WFA of San Diego’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 		$3.4K Sell
140
-10
-7% -$218 ﹤0.01% 338
2025
Q4 		$2.87K Hold
150
– – ﹤0.01% 355
2025
Q3 		$2.74K Hold
150
– – ﹤0.01% 374
2025
Q2 		$2.92K Buy
+150
New +$2.79K ﹤0.01% 380
2024
Q3 		$2.77K Hold
150
– – ﹤0.01% 346
2024
Q2 		$2.82K Buy
+150
New +$2.75K ﹤0.01% 348
2023
Q3 		$4.03K Hold
250
– – ﹤0.01% 322
2023
Q2 		$3.71K Buy
+250
New +$3.45K ﹤0.01% 326

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.83B AUM 15.14% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return