LYELL WEALTH MANAGEMENT, LP
Position in PAA — Plains All American Pipeline LP
CIK 1686444
MENLO PARK, CA
Position in PAA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$298,284
-$12,103 QoQ
Shares Held
13,400
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#262
of 419 holders
Holding Since
Mar 2020
26 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, 2026LYELL WEALTH MANAGEMENT, LP holds $2,766,797 across 7 Oil & Gas Midstream names. PAA ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
3,563 | $955,382 | |
| 2 | KMI |
Kinder Morgan, Inc.
|
13,135 | $419,925 | |
| 3 | ENB |
Enbridge Inc
|
6,220 | $337,186 | |
| 4 | PAA |
Plains All American Pipeline LP
This page
|
13,400 | $298,284 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
8,096 | $297,608 | |
| 6 | LNG |
Cheniere Energy, Inc.
|
1,090 | $260,520 | |
| 7 | ET |
Energy Transfer LP
|
10,350 | $197,892 |
All Filings in PAA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,284 | 13,400 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $310,387 | 13,900 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $195,764 | 10,900 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $237,134 | 13,900 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $254,648 | 13,900 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $278,000 | 13,900 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $237,412 | 13,900 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $241,443 | 13,900 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $248,254 | 13,900 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $244,084 | 13,900 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $210,585 | 13,900 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $212,948 | 13,900 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $195,990 | 13,900 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $173,333 | 13,900 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $163,464 | 13,900 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $146,228 | 13,900 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $136,498 | 13,900 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $149,564 | 13,900 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $129,826 | 13,900 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $141,363 | 13,900 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $157,904 | 13,900 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $126,490 | 13,900 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $114,536 | 13,900 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $83,122 | 13,900 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $122,876 | 13,900 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $86,592 | 16,400 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||