CBIZ Investment Advisory Services, LLC
Position in PAA — Plains All American Pipeline LP
CIK 1795934
INDEPENDENCE, OH
Position in PAA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,727
-$71 QoQ
Shares Held
1,021
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#373
of 419 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $42,937 across 4 Oil & Gas Midstream names. PAA ranks #1 (52.9% of the industry book) .
All Filings in PAA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,727 | 1,021 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $22,798 | 1,021 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,337 | 1,021 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $17,418 | 1,021 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $18,704 | 1,021 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||