Position in PAA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$10,361,387
-$3,926,924 QoQ
Shares Held
464,012
-41.7% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Derivatives in PAA
reported options exposure · as of Dec 31, 2022CallValue
$1,764,000
CallShares
150,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026CITIGROUP INC holds $711,220,007 across 45 Oil & Gas Midstream names. PAA ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
5,385,988 | $103,949,568 | |
| 2 | WMB |
Williams Companies, Inc.
|
1,328,441 | $96,683,935 | |
| 3 | LNG |
Cheniere Energy, Inc.
|
275,708 | $78,234,900 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
2,180,333 | $73,106,564 | |
| 5 | TRGP |
Targa Resources Corp.
|
198,584 | $49,790,965 | |
| 6 | OKE |
Oneok Inc /New/
|
544,471 | $49,214,732 | |
| 7 | NGL |
NGL Energy Partners LP
|
3,037,289 | $37,449,773 | |
| 8 | KNTK |
Kinetik Holdings Inc.
|
543,528 | $26,312,189 |
All Filings in PAA
Export CSV
46 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,361,387 | 464,012 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $14,288,311 | 795,563 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,130,511 | 535,200 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $8,324,827 | 454,412 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $20,908,140 | 1,045,407 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $58,882,359 | 3,447,445 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $59,559,939 | 3,428,897 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $41,140,704 | 2,303,511 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $31,188,613 | 1,776,117 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $18,832,812 | 1,243,090 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $27,712,545 | 1,808,913 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $16,816,279 | 1,192,644 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $13,849,630 | 1,110,636 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,764,000 | 150,000 | Call | Defined | 2023-02-09 | |
| 2022-12-31 | $14,819,786 | 1,260,186 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,578,000 | 150,000 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $12,446,568 | 1,183,134 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,946,000 | 300,000 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $11,241,463 | 1,144,752 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $15,680,632 | 1,457,308 | Shares | Defined | 2022-05-12 | |
| 2022-03-31 | $1,614,000 | 150,000 | Put | Defined | 2022-05-12 | |
| 2022-03-31 | $3,228,000 | 300,000 | Call | Defined | 2022-05-12 | |
| 2021-12-31 | $17,869,277 | 1,913,199 | Shares | Defined | 2022-02-10 | |
| 2021-12-31 | $1,401,000 | 150,000 | Put | Defined | 2022-02-10 | |
| 2021-12-31 | $2,802,000 | 300,000 | Call | Defined | 2022-02-10 | |
| 2021-09-30 | $1,525,500 | 150,000 | Put | Defined | 2021-11-10 | |
| 2021-09-30 | $3,051,000 | 300,000 | Call | Defined | 2021-11-10 | |
| 2021-09-30 | $26,709,113 | 2,626,265 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $1,704,000 | 150,000 | Put | Defined | 2021-08-10 | |
| 2021-06-30 | $3,409,136 | 300,100 | Call | Defined | 2021-08-10 | |
| 2021-06-30 | $29,794,643 | 2,622,768 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $14,999,646 | 1,648,313 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $2,730,910 | 300,100 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $1,365,000 | 150,000 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $515,000 | 62,500 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $357,616 | 43,400 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $18,453,692 | 2,239,526 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $10,529,689 | 1,760,818 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $559,130 | 93,500 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $769,626 | 128,700 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $25,249,300 | 2,856,256 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $656,812 | 74,300 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $1,069,640 | 121,000 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $3,867,600 | 732,500 | Put | Defined | 2020-05-12 | |
| 2020-03-31 | $24,496,409 | 4,639,472 | Shares | Defined | 2020-05-12 | |
| 2020-03-31 | $284,592 | 53,900 | Call | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||