ELEVATION POINT WEALTH PARTNERS, LLC
Position in PAA — Plains All American Pipeline LP
CIK 1744349
DENVER, CO
Position in PAA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,272,047
+$3,346 QoQ
Shares Held
57,145
+0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#144
of 420 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $62,964,433 across 13 Oil & Gas Midstream names. PAA ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
1,032,284 | $37,946,759 | |
| 2 | WMB |
Williams Companies, Inc.
|
122,628 | $9,116,165 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
221,264 | $7,073,810 | |
| 4 | ET |
Energy Transfer LP
|
110,394 | $2,110,733 | |
| 5 | OKE |
Oneok Inc /New/
|
23,358 | $2,030,744 | |
| 6 | PAA |
Plains All American Pipeline LP
This page
|
57,145 | $1,272,047 | |
| 7 | TRGP |
Targa Resources Corp.
|
3,734 | $1,001,234 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
3,894 | $930,704 |
All Filings in PAA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,272,047 | 57,145 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,268,701 | 56,816 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||