FORTEM FINANCIAL GROUP, LLC
Position in PAA — Plains All American Pipeline LP
CIK 1766509
PALM DESERT, CA
Position in PAA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,414,556
-$63,935 QoQ
Shares Held
63,547
-4.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#133
of 419 holders
Holding Since
Jun 2022
17 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, 2026FORTEM FINANCIAL GROUP, LLC holds $7,737,325 across 6 Oil & Gas Midstream names. PAA ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
144,704 | $2,766,740 | |
| 2 | MPLX |
Mplx LP
|
29,190 | $1,644,272 | |
| 3 | PAA |
Plains All American Pipeline LP
This page
|
63,547 | $1,414,556 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
21,313 | $783,465 | |
| 5 | WMB |
Williams Companies, Inc.
|
8,024 | $596,504 | |
| 6 | KMI |
Kinder Morgan, Inc.
|
16,634 | $531,788 |
All Filings in PAA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,414,556 | 63,547 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,478,491 | 66,211 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,585,203 | 88,263 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,557,919 | 91,320 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,708,816 | 93,276 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,623,080 | 81,154 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,132,028 | 66,278 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,103,099 | 63,506 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,276,650 | 71,481 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,369,557 | 77,993 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,237,452 | 81,680 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,319,143 | 86,106 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,342,066 | 95,182 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,233,033 | 98,880 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,063,739 | 90,454 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $837,434 | 79,604 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $572,221 | 58,271 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||