Position in PAA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,907,012
+$1,765,621 QoQ
Shares Held
622,795
-7.9% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.32771618269253927.ToString("F0")%
Shared 0.ToString("F0")%
None 99.67228381730746.ToString("F0")%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Waverly Advisors, LLC holds $169,650,869 across 18 Oil & Gas Midstream names. PAA ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,725,843 | $33,308,769 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
72,796 | $20,656,592 | |
| 3 | EPD |
Enterprise Products Partners L.P.
|
522,446 | $19,769,356 | |
| 4 | PAA |
Plains All American Pipeline LP
This page
|
622,795 | $13,907,012 | |
| 5 | MPLX |
Mplx LP
|
240,925 | $13,749,589 | |
| 6 | ENB |
Enbridge Inc
|
248,191 | $13,437,060 | |
| 7 | WES |
Western Midstream Partners, LP
|
253,319 | $10,429,143 | |
| 8 | AM |
Antero Midstream Corp
|
457,330 | $10,427,124 |
All Filings in PAA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,907,012 | 622,795 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,141,391 | 676,024 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,642,289 | 682,432 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,440,800 | 679,083 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,202,220 | 710,111 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $880,730 | 51,565 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $874,197 | 50,328 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $891,624 | 49,923 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||