Position in PAA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$203,456
-$640 QoQ
Shares Held
9,140
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#315
of 419 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, 2026Advisor OS, LLC holds $8,016,515 across 9 Oil & Gas Midstream names. PAA ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
28,257 | $2,100,623 | |
| 2 | OKE |
Oneok Inc /New/
|
17,499 | $1,521,360 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
37,115 | $1,186,563 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
29,905 | $1,099,307 | |
| 5 | ET |
Energy Transfer LP
|
46,950 | $897,683 | |
| 6 | MPLX |
Mplx LP
|
7,748 | $436,444 | |
| 7 | AM |
Antero Midstream Corp
|
14,460 | $328,965 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
1,013 | $242,114 |
All Filings in PAA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,456 | 9,140 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $204,096 | 9,140 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||