Position in PAGP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$946,115
+$7,720 QoQ
Shares Held
38,983
+0.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#164
of 335 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PAGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Modern Wealth Management, LLC holds $20,036,284 across 11 Oil & Gas Midstream names. PAGP ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
358,448 | $11,459,579 | |
| 2 | OKE |
Oneok Inc /New/
|
13,895 | $1,208,029 | |
| 3 | DTM |
DT Midstream, Inc.
|
7,882 | $1,156,603 | |
| 4 | ENB |
Enbridge Inc
|
20,936 | $1,134,939 | |
| 5 | WMB |
Williams Companies, Inc.
|
14,728 | $1,094,877 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
4,574 | $1,093,231 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
27,465 | $1,009,613 | |
| 8 | PAGP |
Plains Gp Holdings LP
This page
|
38,983 | $946,115 |
All Filings in PAGP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $946,115 | 38,983 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $938,395 | 38,649 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $754,458 | 39,418 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $709,698 | 38,909 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $715,431 | 36,821 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $791,814 | 37,070 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $671,787 | 36,550 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $562,806 | 30,422 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $552,197 | 29,341 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $548,958 | 30,080 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||