Forvis Mazars Wealth Advisors, LLC
Position in PAGP — Plains Gp Holdings LP
CIK 1352864
Springfield, MO
Position in PAGP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,148,602
-$473 QoQ
Shares Held
47,326
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#149
of 337 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $5,276,998 across 7 Oil & Gas Midstream names. PAGP ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAA |
Plains All American Pipeline LP
|
87,542 | $1,948,684 | |
| 2 | PAGP |
Plains Gp Holdings LP
This page
|
47,326 | $1,148,602 | |
| 3 | WMB |
Williams Companies, Inc.
|
6,901 | $513,020 | |
| 4 | ENB |
Enbridge Inc
|
9,014 | $488,648 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
14,955 | $478,111 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
13,001 | $477,916 | |
| 7 | DTM |
DT Midstream, Inc.
|
1,513 | $222,017 |
All Filings in PAGP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,602 | 47,326 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,149,075 | 47,326 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $905,819 | 47,326 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $863,226 | 47,326 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $564,616 | 29,059 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $620,700 | 29,059 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $534,104 | 29,059 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $537,591 | 29,059 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $546,890 | 29,059 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $530,326 | 29,059 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||