Independent Advisor Alliance
Position in PAA — Plains All American Pipeline LP
CIK 1696899
CHARLOTTE, NC
Position in PAA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,563,189
+$240,094 QoQ
Shares Held
70,004
-5.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Independent Advisor Alliance holds $32,975,703 across 15 Oil & Gas Midstream names. PAA ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
172,578 | $6,530,351 | |
| 2 | ENB |
Enbridge Inc
|
77,113 | $4,174,897 | |
| 3 | ET |
Energy Transfer LP
|
213,499 | $4,120,530 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
113,360 | $3,800,959 | |
| 5 | FRO |
Frontline plc
|
84,691 | $2,952,328 | |
| 6 | OKE |
Oneok Inc /New/
|
28,593 | $2,584,520 | |
| 7 | MPLX |
Mplx LP
|
28,543 | $1,628,949 | |
| 8 | PAA |
Plains All American Pipeline LP
This page
|
70,004 | $1,563,189 |
All Filings in PAA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,563,189 | 70,004 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,323,095 | 73,669 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,225,879 | 71,857 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,280,365 | 69,889 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,391,380 | 69,569 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,188,238 | 69,569 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,230,473 | 70,839 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,265,184 | 70,839 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,243,493 | 70,814 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,102,374 | 72,764 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,114,744 | 72,764 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $315,741 | 22,393 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $244,948 | 19,643 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $231,001 | 19,643 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $206,644 | 19,643 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $173,254 | 17,643 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $195,218 | 18,143 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $171,902 | 18,405 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $187,819 | 18,468 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $212,727 | 18,726 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $170,406 | 18,726 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $129,582 | 15,726 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $98,376 | 16,451 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $144,100 | 16,301 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $86,069 | 16,301 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||