Cascade Financial Partners, LLC
Position in PAA — Plains All American Pipeline LP
CIK 2021208
SAN DIEGO, CA
Position in PAA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$571,169
-$1,796 QoQ
Shares Held
25,659
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#191
of 419 holders
Holding Since
Jun 2025
5 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, 2026Cascade Financial Partners, LLC holds $5,495,937 across 7 Oil & Gas Midstream names. PAA ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
46,553 | $1,711,288 | |
| 2 | ET |
Energy Transfer LP
|
72,645 | $1,388,972 | |
| 3 | MPLX |
Mplx LP
|
17,616 | $992,309 | |
| 4 | PAA |
Plains All American Pipeline LP
This page
|
25,659 | $571,169 | |
| 5 | WES |
Western Midstream Partners, LP
|
8,926 | $390,601 | |
| 6 | HESM |
Hess Midstream LP
|
6,193 | $232,856 | |
| 7 | OKE |
Oneok Inc /New/
|
2,401 | $208,742 |
All Filings in PAA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,169 | 25,659 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $572,965 | 25,659 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $346,556 | 19,296 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $199,533 | 11,696 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $188,073 | 10,266 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||