BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in PAA — Plains All American Pipeline LP
CIK 1654599
MORRISTOWN, NJ
Position in PAA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$910,434
-$2,863 QoQ
Shares Held
40,900
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#8
of 35 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7.701711491442542.ToString("F0")%
Shared 0.ToString("F0")%
None 92.29828850855746.ToString("F0")%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $10,563,588 across 9 Oil & Gas Midstream names. PAA ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
161,787 | $8,770,473 | |
| 2 | PAA |
Plains All American Pipeline LP
This page
|
40,900 | $910,434 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
9,452 | $302,180 | |
| 4 | OKE |
Oneok Inc /New/
|
3,052 | $265,340 | |
| 5 | GLP |
Global Partners LP
|
3,500 | $163,065 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
1,820 | $66,903 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
200 | $47,802 | |
| 8 | PBT |
Permian Basin Royalty Trust
|
1,000 | $25,040 |
All Filings in PAA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,434 | 40,900 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $913,297 | 40,900 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $734,564 | 40,900 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $697,754 | 40,900 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $749,288 | 40,900 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $818,000 | 40,900 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $698,572 | 40,900 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $710,433 | 40,900 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $730,474 | 40,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $718,204 | 40,900 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $619,635 | 40,900 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $626,588 | 40,900 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $576,690 | 40,900 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $510,023 | 40,900 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $480,984 | 40,900 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $430,268 | 40,900 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $401,638 | 40,900 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $440,084 | 40,900 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $382,006 | 40,900 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $415,953 | 40,900 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $464,624 | 40,900 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $372,190 | 40,900 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $337,016 | 40,900 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $244,582 | 40,900 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $361,556 | 40,900 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $215,952 | 40,900 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||