Plains GP Holdings (PAGP)

• Market cap: $3.68B
• 1 day: -0.32%
• 5 days: -0.27%
• 1 month: -1.27%
• 3 months: -5.82%
• 6 months: -12.55%
• Year to date: 0.43%
• 1 year: -1.12%
• 5 years: 172.73%
• 10 years: -62.35%
• Sector: Energy
• Industry: Oil & Gas Midstream

About: Plains GP Holdings LP provides transportation, storage, processing, fractionation, and marketing services for crude oil, refined products, natural gas liquids, liquefied petroleum gas, and related products. The group manages its operations through two operating segments: Crude Oil and NGL.

Employees: 4,200

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

180% more call options, than puts

Call options by funds: $124M | Put options by funds: $44.3M

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

19% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 108

2% more funds holding

Funds holding: 313 [Q1] → 318 (+5) [Q2]

4.07% less ownership

Funds ownership: 81.66% [Q1] → 77.58% (-4.07%) [Q2]

14% less capital invested

Capital invested by funds: $3.45B [Q1] → $2.98B (-$465M) [Q2]

25% less funds holding in top 10

Funds holding in top 10: 12 [Q1] → 9 (-3) [Q2]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $20
• Avg. target: $21
• High target: $22

3 analyst ratings

• positive: 1 33%
• neutral: 2 67%
• negative: 0 0%

JP Morgan Jeremy Tonet	$20	Neutral Maintained	18 Sep 2025
Morgan Stanley Robert Kad	$20	Equal-Weight Maintained	26 Aug 2025
Mizuho Gabriel Moreen	$22	Outperform Maintained	18 Jun 2025