INDEPENDENT FINANCIAL GROUP, LLC
Position in PAA — Plains All American Pipeline LP
CIK 275484
SAN DIEGO, CA
Position in PAA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$506,860
+$1,086 QoQ
Shares Held
22,770
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#204
of 419 holders
Holding Since
Jun 2020
25 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $18,040,968 across 15 Oil & Gas Midstream names. PAA ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
171,027 | $6,286,952 | |
| 2 | ET |
Energy Transfer LP
|
175,693 | $3,359,250 | |
| 3 | WES |
Western Midstream Partners, LP
|
34,393 | $1,505,037 | |
| 4 | ENB |
Enbridge Inc
|
22,657 | $1,228,235 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
32,046 | $1,024,510 | |
| 6 | SBR |
Sabine Royalty Trust
|
11,154 | $816,472 | |
| 7 | PAGP |
Plains Gp Holdings LP
|
22,434 | $544,473 | |
| 8 | WMB |
Williams Companies, Inc.
|
7,320 | $544,168 |
All Filings in PAA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,860 | 22,770 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $505,774 | 22,650 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $440,109 | 24,505 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $350,685 | 20,556 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $386,148 | 21,078 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $416,640 | 20,832 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $314,289 | 18,401 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $339,392 | 19,539 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $314,318 | 17,599 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $306,018 | 17,427 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $242,400 | 16,000 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $275,760 | 18,000 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $253,800 | 18,000 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $187,050 | 15,000 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $176,400 | 15,000 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $136,760 | 13,000 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $127,660 | 13,000 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $156,020 | 14,500 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $136,364 | 14,600 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $163,737 | 16,100 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $182,896 | 16,100 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $114,660 | 12,600 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $102,176 | 12,400 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $69,577 | 11,635 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $98,124 | 11,100 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||