Yaupon Capital Management’s Plains GP Holdings PAGP Stock Holding History

Yaupon Capital 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
2026 Q2	$32.9M	Buy	1,354,670 +576,717	+74%	+$13.8M	0.65%	49
2026 Q1	$18.9M	Buy	+777,953	New	+$17M	0.59%	52
2024 Q4	–	Sell	-528,231	Closed	-$9.77M	–	127
2024 Q3	$9.77M	Buy	+528,231	New	+$10M	0.53%	64
2023 Q4	–	Sell	-242,727	Closed	-$3.91M	–	129
2023 Q3	$3.91M	Buy	+242,727	New	+$3.82M	0.36%	80
2023 Q2	–	Sell	-200,000	Closed	-$2.62M	–	113
2023 Q1	$2.62M	Buy	+200,000	New	+$2.62M	0.32%	67
2022 Q1	–	Sell	-233,621	Closed	-$2.37M	–	75
2021 Q4	$2.37M	Hold	233,621	–	–	1.33%	32
2021 Q3	$2.52M	Buy	233,621 +82,604	+55%	+$864K	1.48%	27
2021 Q2	$1.8M	Sell	151,017 -179,700	-54%	-$1.91M	1%	30
2021 Q1	$3.11M	Sell	330,717 -40,492	-11%	-$378K	2.64%	15
2020 Q4	$3.14M	Buy	371,209 +166,387	+81%	+$1.29M	1.69%	20
2020 Q3	$1.25M	Sell	204,822 -151,100	-42%	-$1.16M	1.51%	22
2020 Q2	$3.17M	Buy	355,922 +153,722	+76%	+$1.35M	2.66%	19
2020 Q1	$1.13M	Sell	202,200 -299,494	-60%	-$4.21M	1.81%	18
2019 Q4	$9.51M	Buy	+501,694	New	+$9.41M	5.96%	2

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

Yaupon Capital Management's PAGP Position: Q2 2026 in Review

Yaupon Capital Management increased its Plains GP Holdings (PAGP) stake by 74% in Q2 2026, buying an estimated $13.8M and bringing the position to 1,354,670 shares worth $32.9M. The position accounts for 0.65% of the portfolio, ranked #49.

Yaupon Capital Management first reported a position in PAGP in Q4 2019 and has held it in 14 quarters since. 340 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Yaupon Capital Management held 1,354,670 shares of Plains GP Holdings worth $32.9M as of Q2 2026.
Yaupon Capital Management bought 576,717 Plains GP Holdings shares in Q2 2026, an estimated $13.8M.
Plains GP Holdings made up 0.65% of Yaupon Capital Management's portfolio in Q2 2026, its #49 holding.
Yaupon Capital Management first reported a position in Plains GP Holdings in Q4 2019 and has held it in 14 quarters since.
340 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

Based on Yaupon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.