Position in PAA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,881,370
+$1,210,890 QoQ
Shares Held
84,518
+181.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#124
of 419 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Lido Advisors, LLC holds $122,206,437 across 21 Oil & Gas Midstream names. PAA ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
84,034 | $20,084,965 | |
| 2 | WMB |
Williams Companies, Inc.
|
238,011 | $17,693,735 | |
| 3 | OKE |
Oneok Inc /New/
|
202,981 | $17,647,167 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
407,351 | $14,974,222 | |
| 5 | ET |
Energy Transfer LP
|
521,197 | $9,965,286 | |
| 6 | ENB |
Enbridge Inc
|
180,411 | $9,780,080 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
304,173 | $9,724,410 | |
| 8 | MPLX |
Mplx LP
|
103,806 | $5,847,391 |
All Filings in PAA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,881,370 | 84,518 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $670,480 | 30,026 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $291,347 | 16,222 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $276,747 | 16,222 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||