Position in PAGP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$544,473
-$60,706 QoQ
Shares Held
22,434
-10.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#41
of 98 holders
Holding Since
Sep 2023
12 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $18,040,968 across 15 Oil & Gas Midstream names. PAGP ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
171,027 | $6,286,952 | |
| 2 | ET |
Energy Transfer LP
|
175,693 | $3,359,250 | |
| 3 | WES |
Western Midstream Partners, LP
|
34,393 | $1,505,037 | |
| 4 | ENB |
Enbridge Inc
|
22,657 | $1,228,235 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
32,046 | $1,024,510 | |
| 6 | SBR |
Sabine Royalty Trust
|
11,154 | $816,472 | |
| 7 | PAGP |
Plains Gp Holdings LP
This page
|
22,434 | $544,473 | |
| 8 | WMB |
Williams Companies, Inc.
|
7,320 | $544,168 |
All Filings in PAGP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,473 | 22,434 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $605,179 | 24,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $449,043 | 23,461 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $461,709 | 25,313 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $507,472 | 26,118 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $547,819 | 25,647 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $406,308 | 22,106 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $408,961 | 22,106 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $392,302 | 20,845 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $390,002 | 21,370 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $335,875 | 21,058 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $329,315 | 20,429 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||