Position in PAA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,322,822
-$408,668 QoQ
Shares Held
59,426
-23.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#140
of 419 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $307,662,847 across 37 Oil & Gas Midstream names. PAA ranks #21 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEL |
Genesis Energy LP
|
3,105,233 | $44,001,151 | |
| 2 | WMB |
Williams Companies, Inc.
|
444,849 | $33,070,074 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
887,520 | $32,625,234 | |
| 4 | OKE |
Oneok Inc /New/
|
372,725 | $32,404,711 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
813,410 | $26,004,717 | |
| 6 | ENB |
Enbridge Inc
|
425,293 | $23,055,132 | |
| 7 | ET |
Energy Transfer LP
|
971,804 | $18,580,891 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
77,446 | $18,510,367 |
All Filings in PAA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,322,822 | 59,426 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,731,490 | 77,541 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,124,260 | 62,598 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,024,674 | 60,063 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,168,907 | 63,805 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,248,700 | 62,435 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,127,894 | 66,036 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,119,686 | 64,461 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,293,706 | 72,436 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,310,782 | 74,646 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $900,849 | 59,462 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $916,564 | 59,828 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $860,296 | 61,014 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $665,772 | 53,390 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $672,566 | 57,191 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $591,781 | 56,253 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $510,875 | 52,024 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $529,112 | 49,174 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $261,818 | 28,032 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $607,189 | 59,704 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $608,430 | 53,559 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $741,104 | 81,440 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $713,369 | 86,574 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $545,896 | 91,287 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $704,088 | 79,648 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $558,143 | 105,709 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||