Valeo Financial Advisors, LLC

Position in PAA — Plains All American Pipeline LP

CIK 1722641 CARMEL, IN

Position in PAA

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$346,209

-$214,765 QoQ

Shares Held

15,553

-38.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#238

of 414 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $11,377,490 across 11 Oil & Gas Midstream names. PAA ranks #8 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ET	Energy Transfer LP	209,108	$3,998,144
2	EPD	Enterprise Products Partners L.P.	93,271	$3,428,641
3	KMI	Kinder Morgan, Inc.	25,674	$820,797
4	OKE	Oneok Inc /New/	6,602	$573,977
5	LNG	Cheniere Energy, Inc.	2,282	$545,420
6	MPLX	Mplx LP	7,991	$450,133
7	WMB	Williams Companies, Inc.	5,477	$407,160
8	PAA	Plains All American Pipeline LP This page	15,553	$346,209

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,209	15,553	-38.1%	Shares	Sole	2026-07-08
2026-03-31	$560,974	25,122	-4.4%	Shares	Sole	2026-05-08
2025-12-31	$472,132	26,288	+24.1%	Shares	Sole	2026-02-04
2025-09-30	$361,518	21,191	+0.4%	Shares	Sole	2025-11-03
2025-06-30	$386,570	21,101	+48.4%	Shares	Sole	2025-09-12
2025-03-31	$284,340	14,217	-17.3%	Shares	Sole	2025-04-30
2024-12-31	$293,690	17,195	+5.4%	Shares	Sole	2025-01-30
2024-09-30	$283,304	16,310	+1251.3%	Shares	Sole	2024-10-10
2021-03-31	$10,983	1,207	+70.7%	Shares	Sole	2021-04-12
2020-12-31	$5,825	707	+1.0%	Shares	Sole	2021-02-11
2020-09-30	$4,186	700	0.0%	Shares	Sole	2020-10-28
2020-06-30	$6,188	700	-46.5%	Shares	Sole	2020-07-20
2020-03-31	$6,911	1,309	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.