Arkadios Wealth Advisors

Position in PAA — Plains All American Pipeline LP

CIK 1800798 ATLANTA, GA

Position in PAA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$619,428

-$35,465 QoQ

Shares Held

27,827

-5.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#188

of 419 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Arkadios Wealth Advisors holds $40,392,628 across 20 Oil & Gas Midstream names. PAA ranks #10 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	140,994	$10,481,493
2	KMI	Kinder Morgan, Inc.	284,806	$9,105,247
3	OKE	Oneok Inc /New/	39,526	$3,436,390
4	EPD	Enterprise Products Partners L.P.	88,011	$3,235,284
5	VG	Venture Global, Inc.	265,154	$2,951,163
6	ET	Energy Transfer LP	133,394	$2,550,492
7	PAGP	Plains Gp Holdings LP	97,643	$2,369,794
8	LNG	Cheniere Energy, Inc.	6,360	$1,520,103

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$619,428	27,827	-5.1%	Shares	Sole	2026-08-10
2026-03-31	$654,893	29,328	-0.5%	Shares	Sole	2026-05-18
2025-12-31	$529,280	29,470	+0.8%	Shares	Sole	2026-02-13
2025-09-30	$498,867	29,242	+1.1%	Shares	Sole	2025-10-29
2025-06-30	$529,777	28,918	+14.5%	Shares	Sole	2025-08-04
2025-03-31	$504,960	25,248	+0.6%	Shares	Sole	2025-05-08
2024-12-31	$428,520	25,089	+5.8%	Shares	Sole	2025-01-15
2024-09-30	$411,894	23,713	-0.3%	Shares	Sole	2024-10-24
2024-06-30	$424,889	23,790	+1593.2%	Shares	Sole	2024-07-29
2021-09-30	$14,288	1,405	+0.4%	Shares	Sole	2021-10-19
2021-06-30	$15,892	1,399	+31.9%	Shares	Sole	2021-07-28
2021-03-31	$9,655	1,061	+234.7%	Shares	Sole	2021-04-26
2020-09-30	$1,895	317	+35.5%	Shares	Sole	2020-11-10
2020-06-30	$2,068	234	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.