Forvis Mazars Wealth Advisors, LLC
Position in PAA — Plains All American Pipeline LP
CIK 1352864
Springfield, MO
Position in PAA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,948,684
-$6,128 QoQ
Shares Held
87,542
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#120
of 419 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $5,276,998 across 7 Oil & Gas Midstream names. PAA ranks #1 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAA |
Plains All American Pipeline LP
This page
|
87,542 | $1,948,684 | |
| 2 | PAGP |
Plains Gp Holdings LP
|
47,326 | $1,148,602 | |
| 3 | WMB |
Williams Companies, Inc.
|
6,901 | $513,020 | |
| 4 | ENB |
Enbridge Inc
|
9,014 | $488,648 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
14,955 | $478,111 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
13,001 | $477,916 | |
| 7 | DTM |
DT Midstream, Inc.
|
1,513 | $222,017 |
All Filings in PAA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,948,684 | 87,542 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,954,812 | 87,542 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,188,654 | 177,542 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,097,533 | 181,567 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,326,307 | 181,567 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,631,340 | 181,567 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,101,164 | 181,567 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,192,032 | 183,767 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,282,078 | 183,767 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,226,948 | 183,767 | Shares | Sole | 2024-04-19 | |
| 2023-09-30 | $154,869 | 10,109 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $142,536 | 10,109 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $126,059 | 10,109 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $118,881 | 10,109 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $106,346 | 10,109 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $99,270 | 10,109 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $108,772 | 10,109 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $112,080 | 12,000 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $125,091 | 12,300 | Shares | Sole | 2021-10-14 | |
| No filing history on record for this holder in this stock. | ||||||