Position in PAA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$222,600
-$700 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#298
of 419 holders
Holding Since
Mar 2020
7 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, 2026Obermeyer Wealth Partners holds $6,617,553 across 8 Oil & Gas Midstream names. PAA ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
32,346 | $1,822,050 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
46,716 | $1,717,280 | |
| 3 | ET |
Energy Transfer LP
|
61,445 | $1,174,828 | |
| 4 | WMB |
Williams Companies, Inc.
|
9,189 | $683,110 | |
| 5 | WES |
Western Midstream Partners, LP
|
8,000 | $350,080 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
10,445 | $333,926 | |
| 7 | OKE |
Oneok Inc /New/
|
3,608 | $313,679 | |
| 8 | PAA |
Plains All American Pipeline LP
This page
|
10,000 | $222,600 |
All Filings in PAA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,600 | 10,000 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $223,300 | 10,000 | Shares | Sole | 2026-04-21 | |
| 2021-03-31 | $128,846 | 14,159 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $190,830 | 23,159 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $235,647 | 39,406 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $383,709 | 43,406 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $218,840 | 41,447 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||