Cornerstone Wealth Management, LLC
Position in PAA — Plains All American Pipeline LP
CIK 1674117
ST. PETERS, MO
Position in PAA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$846,436
-$2,662 QoQ
Shares Held
38,025
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#165
of 419 holders
Holding Since
Sep 2020
16 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Derivatives in PAA
reported options exposure · as of Dec 31, 2020CallValue
$2,000
CallShares
20,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $9,935,104 across 9 Oil & Gas Midstream names. PAA ranks #7 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
7,315 | $1,748,358 | |
| 2 | ENB |
Enbridge Inc
|
31,543 | $1,709,946 | |
| 3 | OKE |
Oneok Inc /New/
|
18,299 | $1,590,915 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
36,633 | $1,171,157 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
30,265 | $1,112,541 | |
| 6 | ET |
Energy Transfer LP
|
54,757 | $1,046,953 | |
| 7 | PAA |
Plains All American Pipeline LP
This page
|
38,025 | $846,436 | |
| 8 | WMB |
Williams Companies, Inc.
|
4,835 | $359,433 |
All Filings in PAA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $846,436 | 38,025 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $849,098 | 38,025 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $688,299 | 38,324 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $512,414 | 30,036 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $550,259 | 30,036 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $600,700 | 30,035 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $512,980 | 30,034 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $525,164 | 30,234 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $273,329 | 15,304 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $268,668 | 15,300 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $231,734 | 15,296 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $238,103 | 15,542 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $219,085 | 15,538 | Shares | Sole | 2023-07-14 | |
| 2022-06-30 | $105,987 | 10,793 | Shares | Sole | 2022-08-04 | |
| 2020-12-31 | $2,000 | 20,000 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $33,882 | 4,112 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,000 | 20,000 | Call | Sole | 2020-10-13 | |
| 2020-09-30 | $14,639 | 2,448 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||