Aptus Capital Advisors, LLC
Position in PAA — Plains All American Pipeline LP
CIK 1664193
FAIRHOPE, AL
Position in PAA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,363,321
-$17,682 QoQ
Shares Held
106,169
-0.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#105
of 419 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $67,473,745 across 14 Oil & Gas Midstream names. PAA ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
1,418,032 | $27,112,771 | |
| 2 | VNOM |
Viper Energy, Inc.
|
394,737 | $16,736,848 | |
| 3 | DTM |
DT Midstream, Inc.
|
48,196 | $7,072,281 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
18,961 | $4,531,868 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
67,550 | $2,483,138 | |
| 6 | PAA |
Plains All American Pipeline LP
This page
|
106,169 | $2,363,321 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
71,377 | $2,281,922 | |
| 8 | WMB |
Williams Companies, Inc.
|
27,494 | $2,043,903 |
All Filings in PAA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,363,321 | 106,169 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,381,003 | 106,628 | Shares | Sole | 2026-05-11 | |
| 2024-12-31 | $1,574,536 | 92,186 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $698,147 | 45,571 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $818,589 | 58,056 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $852,374 | 68,354 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||