Position in PAA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$279,296
-$878 QoQ
Shares Held
12,547
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#267
of 419 holders
Holding Since
Dec 2020
23 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, 2026KWB Wealth holds $279,296 across 1 Oil & Gas Midstream name. PAA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAA |
Plains All American Pipeline LP
This page
|
12,547 | $279,296 |
All Filings in PAA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,296 | 12,547 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $280,174 | 12,547 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $225,344 | 12,547 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $214,051 | 12,547 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $229,861 | 12,547 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $250,940 | 12,547 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $214,302 | 12,547 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $217,941 | 12,547 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $228,250 | 12,780 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $224,416 | 12,780 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $193,617 | 12,780 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $193,951 | 12,660 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $178,506 | 12,660 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $157,820 | 12,656 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $147,552 | 12,547 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $133,120 | 12,654 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $124,242 | 12,652 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $143,893 | 13,373 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $124,903 | 13,373 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $133,867 | 13,163 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $144,646 | 12,733 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $115,870 | 12,733 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $97,734 | 11,861 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||