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SEC EDGAR: CIK 1581990PAGP stock profile & AI dashboard →

13F Pro Quality Score

52.9/100

Rank #1,317 of 2,879 stocksTOP 50%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

26.1/100

Profitability

39.7/100

Balance Sheet

40.8/100

Earnings Quality

52.0/100

Free Cash Flow

48.2/100

Institutional Flow

95.9/100

Revenue Scale

97.0/100

Dilution Risk

87.9/100

PAGP Stock Analysis & AI Quality Score

AI stock analysis and institutional research for PLAINS GP HOLDINGS LP (PAGP), a Energy sector company. 13F Pro's AI-powered ranking engine scores PAGP at 52.9/100 on a 32-signal composite quality model, placing it at rank #1,317 of 2,879 stocks — the top half of the AI-ranked universe. PAGP scores in the top quartile across revenue scale (97.0), institutional flow (95.9). Areas of concern include revenue growth (26.1) and profitability (39.7), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), PLAINS GP HOLDINGS LP reports quarterly revenue of $12.5B, net income of $20.0M, an operating margin of 3.2%. Top institutional holders of PAGP by reported 13-F value include TORTOISE CAPITAL ADVISORS, L.L.C., MASSACHUSETTS FINANCIAL SERVICES CO /MA/, Energy Income Partners,, based on the most recent SEC filings. PAGP trades on the Nasdaq exchange and files with the SEC under CIK 1581990. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PAGP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PLAINS GP HOLDINGS LP directly from SEC EDGAR. PLAINS GP HOLDINGS LP's 13F Pro composite quality score has ranged between 35 and 62 since 2021, currently 52.9 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.

Fun facts about PLAINS GP HOLDINGS LP

Quirks, history, and lore behind PAGP — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. energy company · structured as a limited partnership · listed on the NYSE · headquartered in Houston, Texas.
  • 2
    The Numbers
    Moves roughly 6 million barrels of crude oil per day through its network — making it one of the largest crude oil pipeline operators in North America by volume.
  • 3
    The History
    Grew out of a pipeline business with roots in the mid-continent and western U.S., eventually assembling one of the most extensive crude oil gathering and transportation networks on the continent through decades of acquisitions.
  • 4
    The Secret
    This entity is actually a general partner holding company — it owns an interest in a separate, larger operating partnership, giving investors a slightly different tax and ownership structure than a typical MLP.
  • 5
    The Lore
    Its sprawling infrastructure spans Canada, the U.S., and Gulf Coast terminals, making it a quiet but essential artery of North American crude oil logistics — the kind of company pipelines run through, not headlines.
  • 6
    The Giveaway
    The ticker starts with PAG, the name starts with Plains, and its whole business is getting crude oil from the field to the refinery — no drilling, no refining, just the pipe in between.
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Revenue

Q1 2026

$12.5B

Net Income

Q1 2026

$20.0M

Free Cash Flow

Q1 2026

$288.0M

Operating Margin

Q1 2026

3.2%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-9.5% YoY
$44.26BFY 2025
FY22 $57.34BFY23 $47.34BFY24 $48.89BFY25 $44.26B

Net Income

-76.6% YoY
$260.0MFY 2025
FY22 $168.0MFY23 $198.0MFY24 $1.11BFY25 $260.0M

Operating Income

+65.7% YoY
$1.43BFY 2025
FY22 $1.28BFY23 $1.25BFY24 $862.0MFY25 $1.43B

Total Assets

+12.7% YoY
$31.28BFY 2025
FY22 $29.21BFY23 $28.60BFY24 $27.76BFY25 $31.28B

Total Debt

+47.8% YoY
$11.26BFY 2025
FY22 $8.45BFY23 $7.75BFY24 $7.62BFY25 $11.26B

Op. Cash Flow

+18.0% YoY
$2.93BFY 2025
FY22 $2.40BFY23 $2.72BFY24 $2.48BFY25 $2.93B

AI Insight: PAGP Financial Trends

Revenue volatility and sharply rising debt offset steady operating cash generation in Q1 2026.

Operating cash flow averaged $691M across eight quarters, but Q1 2026 dropped to $418M—lowest in the period.

Total debt surged 42% from $7,976M in Q2 2024 to $11,376M in Q1 2026, signaling increased financial leverage.

Revenue swung from $12,933M (Q2 2024) to $10,108M (Q2 2025) to $12,470M (Q1 2026), reflecting volatile commodity/throughput exposure.

Operating income collapsed to $-223M in Q4 2024, recovered, but remains volatile; Q1 2026 at $403M shows fragility.

Debt-to-operating-cash ratio deteriorated; $11.4B debt against $418M Q1 2026 OCF signals elevated refinancing and coverage risk.

AI Insight: PAGP Ratio Trends

PAGP's profitability deteriorated in Q1 2026, with operating margin sliding to 3.2% and net profit margin collapsing to 0.2%, marking a sharp reversal from Q3 2025's strength.

Operating margin averaged 2.6% across TTM, down from 4.2% in Q3 2025, signaling volatile and compressed earnings power.

ROIC fell to 14.2% in Q1 2026 from 20.5% in Q3 2025, retreating below Q4 2024 levels and indicating deteriorating capital efficiency.

Q4 2024 posted negative margins (OpMargin -2.0%, ROIC -11.7%), followed by volatile recovery in 2025; Q1 2026 shows renewed weakness.

Net profit margin collapsed to 0.2% in Q1 2026 from 0.7% in prior two quarters—watch for sustained margin recovery or further deterioration.

Seasonal or one-off drivers unclear; high volatility in ROIC (ranging 2.7% to 24.5%) suggests earnings unpredictability or operational disruptions.

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Available Research

13F Pro tracks comprehensive data for PLAINS GP HOLDINGS LP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of PAGP

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Is PAGP a good stock to buy?

13F Pro's AI-powered analysis of PLAINS GP HOLDINGS LP (PAGP) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PAGP are available on the PAGP stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own PAGP?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PAGP. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PLAINS GP HOLDINGS LP's investment landscape.