LifeSteps Financial, Inc.
Position in PAA — Plains All American Pipeline LP
CIK 1801373
CLAREMONT, CA
Position in PAA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,339
New position
Shares Held
150
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#411
of 419 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026LifeSteps Financial, Inc. holds $311,480 across 16 Oil & Gas Midstream names. PAA ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
1,958 | $145,557 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
1,707 | $62,749 | |
| 3 | OKE |
Oneok Inc /New/
|
298 | $25,908 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
562 | $17,967 | |
| 5 | LNG |
Cheniere Energy, Inc.
|
58 | $13,862 | |
| 6 | HESM |
Hess Midstream LP
|
280 | $10,528 | |
| 7 | DTM |
DT Midstream, Inc.
|
41 | $6,016 | |
| 8 | ENB |
Enbridge Inc
|
105 | $5,692 |
All Filings in PAA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,339 | 150 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||