Position in PAGP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$81,911
+$8,740 QoQ
Shares Held
3,375
-11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#68
of 98 holders
Holding Since
Mar 2023
13 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, 2026Cape Investment Advisory, Inc. holds $771,164 across 14 Oil & Gas Midstream names. PAGP ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
9,620 | $521,499 | |
| 2 | PAGP |
Plains Gp Holdings LP
This page
|
3,375 | $81,911 | |
| 3 | WMB |
Williams Companies, Inc.
|
917 | $68,169 | |
| 4 | ET |
Energy Transfer LP
|
1,945 | $37,188 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
527 | $19,372 | |
| 6 | OKE |
Oneok Inc /New/
|
179 | $15,562 | |
| 7 | MPLX |
Mplx LP
|
200 | $11,266 | |
| 8 | AM |
Antero Midstream Corp
|
192 | $4,367 |
All Filings in PAGP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,911 | 3,375 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $73,171 | 3,823 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $68,381 | 3,749 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $73,056 | 3,760 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $80,740 | 3,780 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $72,766 | 3,959 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $72,390 | 3,913 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $73,266 | 3,893 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $73,182 | 4,010 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $62,779 | 3,936 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $62,029 | 3,848 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $52,616 | 3,548 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $43,191 | 3,292 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||