Sovereign Investment Advisors, LLC
Position in PAA — Plains All American Pipeline LP
CIK 1908165
PHOENIX, AZ
Position in PAA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,774,004
-$37,025 QoQ
Shares Held
528,931
0.0% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
6.00%
of 13F equity value
Holder Rank
#50
of 419 holders
Holding Since
Sep 2020
24 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, 2026Sovereign Investment Advisors, LLC holds $69,453,717 across 7 Oil & Gas Midstream names. PAA ranks #4 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPLX |
Mplx LP
|
373,955 | $21,064,885 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
332,382 | $12,218,362 | |
| 3 | WES |
Western Midstream Partners, LP
|
274,479 | $12,011,201 | |
| 4 | PAA |
Plains All American Pipeline LP
This page
|
528,931 | $11,774,004 | |
| 5 | OKE |
Oneok Inc /New/
|
95,849 | $8,333,112 | |
| 6 | TRP |
Tc Energy Corp
|
55,254 | $3,662,787 | |
| 7 | SOBO |
South Bow Corp
|
11,049 | $389,366 |
All Filings in PAA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,774,004 | 528,931 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,811,029 | 528,931 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,454,358 | 526,412 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,023,562 | 528,931 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $9,690,015 | 528,931 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $10,578,620 | 528,931 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,034,141 | 528,931 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,187,531 | 528,931 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,446,707 | 528,931 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,288,028 | 528,931 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,013,304 | 528,931 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,103,222 | 528,931 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,457,927 | 528,931 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $6,595,769 | 528,931 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,220,228 | 528,931 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,564,354 | 528,931 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,194,102 | 528,931 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,691,297 | 528,931 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $4,940,215 | 528,931 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $5,379,228 | 528,931 | Shares | Sole | 2022-02-07 | |
| 2021-06-30 | $6,008,656 | 528,931 | Shares | Sole | 2022-02-07 | |
| 2021-03-31 | $4,813,272 | 528,931 | Shares | Sole | 2022-02-07 | |
| 2020-12-31 | $4,358,391 | 528,931 | Shares | Sole | 2022-02-07 | |
| 2020-09-30 | $3,163,007 | 528,931 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||