Global Retirement Partners, LLC
PensionPosition in PAA — Plains All American Pipeline LP
CIK 1749744
San Rafael, CA
Position in PAA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$200,985
-$90,721 QoQ
Shares Held
9,029
-44.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#317
of 419 holders
Holding Since
Jun 2020
22 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, 2026Global Retirement Partners, LLC holds $31,031,289 across 38 Oil & Gas Midstream names. PAA ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
29,359 | $7,872,322 | |
| 2 | WMB |
Williams Companies, Inc.
|
64,390 | $4,786,752 | |
| 3 | OKE |
Oneok Inc /New/
|
48,290 | $4,198,332 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
86,928 | $3,195,473 | |
| 5 | ET |
Energy Transfer LP
|
161,577 | $3,089,352 | |
| 6 | ENB |
Enbridge Inc
|
52,493 | $2,845,645 | |
| 7 | KMI |
Kinder Morgan, Inc.
|
51,292 | $1,639,805 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
3,351 | $800,922 |
All Filings in PAA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,985 | 9,029 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $291,706 | 16,242 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $44,048 | 2,582 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,317 | 454 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $17,472 | 1,023 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,885 | 454 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $16,699 | 935 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $21,914 | 1,248 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $18,907 | 1,248 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $19,119 | 1,248 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $13,056 | 926 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $11,547 | 926 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,068 | 346 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $883 | 84 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $824 | 84 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $903 | 84 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $854 | 84 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $954 | 84 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $764 | 84 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $692 | 84 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $502 | 84 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $742 | 84 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||