Avior Wealth Management, LLC
Position in PAA — Plains All American Pipeline LP
CIK 1599868
OMAHA, NE
Position in PAA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$344,139
-$1,082 QoQ
Shares Held
15,460
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#243
of 419 holders
Holding Since
Mar 2020
9 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, 2026Avior Wealth Management, LLC holds $10,846,154 across 11 Oil & Gas Midstream names. PAA ranks #9 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
51,616 | $4,487,495 | |
| 2 | ET |
Energy Transfer LP
|
67,911 | $1,298,458 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
39,736 | $1,270,359 | |
| 4 | TRGP |
Targa Resources Corp.
|
3,549 | $951,628 | |
| 5 | HESM |
Hess Midstream LP
|
17,225 | $647,660 | |
| 6 | LPG |
Dorian Lpg Ltd.
|
18,000 | $626,040 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
13,225 | $486,151 | |
| 8 | ENB |
Enbridge Inc
|
7,745 | $419,856 |
All Filings in PAA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,139 | 15,460 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $345,221 | 15,460 | Shares | Sole | 2026-04-09 | |
| 2024-12-31 | $165,761 | 9,705 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $138,960 | 8,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $71,440 | 4,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $70,240 | 4,000 | Shares | Sole | 2024-04-30 | |
| 2020-09-30 | $270,481 | 45,231 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $399,842 | 45,231 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $138,827 | 26,293 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||