Symphony Financial Services, Inc.
Position in PAA — Plains All American Pipeline LP
CIK 2031979
AKRON, OH
Position in PAA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,126,333
-$40,588 QoQ
Shares Held
50,599
-3.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#152
of 419 holders
Holding Since
Sep 2025
4 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, 2026Symphony Financial Services, Inc. holds $1,868,400 across 3 Oil & Gas Midstream names. PAA ranks #1 (60.3% of the industry book) .
All Filings in PAA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,333 | 50,599 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,166,921 | 52,258 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $942,828 | 52,496 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $883,383 | 51,781 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||