Position in PAA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$209,221
-$658 QoQ
Shares Held
9,399
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#312
of 418 holders
Holding Since
Dec 2020
21 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, 2026GoalVest Advisory LLC holds $5,210,281 across 7 Oil & Gas Midstream names. PAA ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
25,846 | $1,921,391 | |
| 2 | OKE |
Oneok Inc /New/
|
18,116 | $1,575,005 | |
| 3 | DHT |
DHT Holdings, Inc.
|
87,485 | $1,446,127 | |
| 4 | PAA |
Plains All American Pipeline LP
This page
|
9,399 | $209,221 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
1,405 | $44,917 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
273 | $10,035 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
15 | $3,585 |
All Filings in PAA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,221 | 9,399 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $209,879 | 9,399 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $168,806 | 9,399 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $160,346 | 9,399 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $172,189 | 9,399 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $187,980 | 9,399 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $160,534 | 9,399 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $179,640 | 10,342 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $174,527 | 9,772 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $171,596 | 9,772 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $148,045 | 9,772 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $149,707 | 9,772 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $137,785 | 9,772 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $126,258 | 10,125 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $114,918 | 9,772 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $102,801 | 9,772 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $96,010 | 9,777 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,433,587 | 133,233 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $1,381,432 | 121,605 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $1,058,148 | 116,280 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,025,278 | 124,427 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||