Position in PAA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$355,892
+$10,604 QoQ
Shares Held
15,988
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#239
of 419 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $33,359,088 across 17 Oil & Gas Midstream names. PAA ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
81,436 | $6,053,952 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
164,218 | $6,036,653 | |
| 3 | ET |
Energy Transfer LP
|
215,505 | $4,120,455 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
107,117 | $3,424,530 | |
| 5 | OKE |
Oneok Inc /New/
|
35,263 | $3,065,765 | |
| 6 | TRGP |
Targa Resources Corp.
|
11,197 | $3,002,363 | |
| 7 | ENB |
Enbridge Inc
|
29,571 | $1,603,043 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
5,553 | $1,327,222 |
All Filings in PAA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,892 | 15,988 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $345,288 | 15,463 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $287,036 | 15,982 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $289,610 | 16,976 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $279,325 | 15,247 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $289,980 | 14,499 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $247,642 | 14,499 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $260,532 | 14,999 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $260,738 | 14,599 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $233,389 | 13,291 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $201,358 | 13,291 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $203,618 | 13,291 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $201,503 | 14,291 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $166,112 | 13,321 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $156,654 | 13,321 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $147,027 | 13,976 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $208,616 | 21,244 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $228,585 | 21,244 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $198,418 | 21,244 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||