VALLEY NATIONAL ADVISERS INC
Position in PAA — Plains All American Pipeline LP
CIK 773411
BETHLEHEM, PA
Position in PAA
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$22,260
+$11,095 QoQ
Shares Held
1,000
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#377
of 419 holders
Holding Since
Mar 2022
18 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, 2026VALLEY NATIONAL ADVISERS INC holds $2,888,059 across 16 Oil & Gas Midstream names. PAA ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPD |
Enterprise Products Partners L.P.
|
42,447 | $1,560,351 | |
| 2 | LNG |
Cheniere Energy, Inc.
|
1,610 | $384,806 | |
| 3 | ET |
Energy Transfer LP
|
11,527 | $220,396 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
6,437 | $205,790 | |
| 5 | WMB |
Williams Companies, Inc.
|
2,459 | $182,802 | |
| 6 | ENB |
Enbridge Inc
|
1,707 | $92,536 | |
| 7 | CQP |
Cheniere Energy Partners, L.P.
|
1,341 | $81,733 | |
| 8 | OKE |
Oneok Inc /New/
|
793 | $68,943 |
All Filings in PAA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,260 | 1,000 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,165 | 500 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $8 | 500 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,530 | 500 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,160 | 500 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $10,000 | 500 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $8,540 | 500 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,685 | 500 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8 | 500 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,780 | 500 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,575 | 500 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,660 | 500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8 | 500 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7 | 500 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,880 | 500 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $5,260 | 500 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,910 | 500 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,380 | 500 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||