Position in PAA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,092,329
+$1,938,915 QoQ
Shares Held
407,180
+2.2% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 32.848126135861285.ToString("F0")%
Shared 0.ToString("F0")%
None 67.15187386413871.ToString("F0")%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Corient Private Wealth LLC holds $336,703,288 across 27 Oil & Gas Midstream names. PAA ranks #10 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
2,741,683 | $103,745,284 | |
| 2 | WMB |
Williams Companies, Inc.
|
975,242 | $70,978,112 | |
| 3 | ET |
Energy Transfer LP
|
1,733,600 | $33,458,480 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
768,587 | $25,770,721 | |
| 5 | MPLX |
Mplx LP
|
337,721 | $19,273,737 | |
| 6 | OKE |
Oneok Inc /New/
|
188,699 | $17,056,501 | |
| 7 | TRGP |
Targa Resources Corp.
|
50,169 | $12,578,873 | |
| 8 | ENB |
Enbridge Inc
|
206,872 | $11,200,049 |
All Filings in PAA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,092,329 | 407,180 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,153,414 | 398,297 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $7,972,615 | 467,328 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,438,796 | 460,633 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $4,840,520 | 242,026 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,304,808 | 427,682 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,990,018 | 402,419 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,273,199 | 407,234 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,312,370 | 416,422 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,740,577 | 378,916 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,659,453 | 369,416 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,321,396 | 377,404 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,367,355 | 350,229 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,922,206 | 333,521 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||