Position in PAA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$704,195
+$69,153 QoQ
Shares Held
31,635
+11.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#177
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $102,350,028 across 15 Oil & Gas Midstream names. PAA ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
628,692 | $20,099,283 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
489,584 | $17,997,107 | |
| 3 | OKE |
Oneok Inc /New/
|
194,346 | $16,896,441 | |
| 4 | ENB |
Enbridge Inc
|
182,926 | $9,916,418 | |
| 5 | ET |
Energy Transfer LP
|
462,475 | $8,842,522 | |
| 6 | TRGP |
Targa Resources Corp.
|
25,373 | $6,803,516 | |
| 7 | WMB |
Williams Companies, Inc.
|
91,295 | $6,786,870 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
19,261 | $4,603,571 |
All Filings in PAA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,195 | 31,635 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $635,042 | 28,439 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $502,628 | 27,986 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $540,102 | 31,659 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $539,212 | 29,433 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $525,020 | 26,251 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $431,628 | 25,271 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $397,547 | 22,887 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $377,149 | 21,117 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $321,909 | 18,332 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $250,368 | 16,526 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $249,486 | 16,285 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $228,800 | 16,227 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $207,563 | 16,645 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $192,252 | 16,348 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $169,529 | 16,115 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $148,321 | 15,104 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $157,881 | 14,673 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $145,657 | 15,595 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $180,944 | 17,792 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $215,771 | 18,994 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $98,152 | 10,786 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $98,113 | 11,907 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $76,227 | 12,747 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $89,858 | 10,165 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $53,380 | 10,110 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||