Position in PAA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$24,552
-$24,685 QoQ
Shares Held
1,103
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 419 holders
Holding Since
Mar 2020
8 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, 2026Caldwell Trust Co holds $2,298,207 across 13 Oil & Gas Midstream names. PAA ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
6,595 | $573,369 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
13,290 | $488,540 | |
| 3 | TRGP |
Targa Resources Corp.
|
1,635 | $438,408 | |
| 4 | ENB |
Enbridge Inc
|
6,577 | $356,539 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
3,419 | $109,305 | |
| 6 | MPLX |
Mplx LP
|
1,935 | $108,998 | |
| 7 | WMB |
Williams Companies, Inc.
|
1,126 | $83,706 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
274 | $65,488 |
All Filings in PAA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,552 | 1,103 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $49,237 | 2,205 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $39,601 | 2,205 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $37,617 | 2,205 | Shares | Sole | 2025-10-23 | |
| 2023-03-31 | $3,741 | 300 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $3,528 | 300 | Shares | Sole | 2025-10-01 | |
| 2020-06-30 | $2,652 | 300 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $1,584 | 300 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||