Beverly Hills Private Wealth, LLC
Position in PAA — Plains All American Pipeline LP
CIK 1965710
BEVERLY HILLS, CA
Position in PAA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$232,260
-$731 QoQ
Shares Held
10,434
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#289
of 418 holders
Holding Since
Jun 2024
9 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, 2026Beverly Hills Private Wealth, LLC holds $5,166,237 across 5 Oil & Gas Midstream names. PAA ranks #5 (4.5% of the industry book) .
All Filings in PAA
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,260 | 10,434 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $232,991 | 10,434 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $187,394 | 10,434 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $178,004 | 10,434 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $191,150 | 10,434 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $208,680 | 10,434 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $176,180 | 10,315 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $177,208 | 10,202 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $180,243 | 10,092 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||