Concurrent Investment Advisors, LLC

Position in PAA — Plains All American Pipeline LP

CIK 2001015 Tampa, FL

Position in PAA

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$670,560

+$9,258 QoQ

Shares Held

30,124

+1.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#178

of 419 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $49,999,095 across 16 Oil & Gas Midstream names. PAA ranks #14 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OKE	Oneok Inc /New/	176,800	$15,370,991
2	ET	Energy Transfer LP	360,079	$6,884,710
3	EPD	Enterprise Products Partners L.P.	152,072	$5,590,166
4	KMI	Kinder Morgan, Inc.	153,439	$4,905,444
5	ENB	Enbridge Inc	75,270	$4,080,386
6	WMB	Williams Companies, Inc.	47,087	$3,500,446
7	LNG	Cheniere Energy, Inc.	8,503	$2,032,301
8	SBR	Sabine Royalty Trust	22,951	$1,680,013

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$670,560	30,124	+1.7%	Shares	Sole	2026-07-27
2026-03-31	$661,302	29,615	+0.6%	Shares	Sole	2026-04-21
2025-12-31	$528,580	29,431	+5.6%	Shares	Sole	2026-01-29
2025-09-30	$475,274	27,859	+0.7%	Shares	Sole	2025-10-27
2025-06-30	$506,804	27,664	-0.6%	Shares	Sole	2025-07-25
2025-03-31	$556,780	27,839	-0.1%	Shares	Sole	2025-04-29
2024-12-31	$475,900	27,863	+0.1%	Shares	Sole	2025-02-03
2024-09-30	$483,615	27,842	+1.9%	Shares	Sole	2024-10-30
2024-06-30	$487,953	27,321	+8.5%	Shares	Sole	2024-07-30
2024-03-31	$441,985	25,170	+0.1%	Shares	Sole	2024-05-07
2023-12-31	$380,992	25,148	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.