Atwood & Palmer’s Plains All American Pipeline PAA Stock Holding History

Atwood & Palmer’s Portfolio PAA Stock Details PAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54.7K	Hold	2,304	–	–	﹤0.01%	252
2026 Q2	$51.3K	Hold	2,304	–	–	﹤0.01%	249
2026 Q1	$51.4K	Hold	2,304	–	–	﹤0.01%	250
2025 Q4	$41.4K	Hold	2,304	–	–	﹤0.01%	252
2025 Q3	$39.3K	Hold	2,304	–	–	﹤0.01%	264
2025 Q2	$42.2K	Buy	+2,304	New	+$40.2K	﹤0.01%	252
2014 Q4	–	Sell	-400	Closed	-$24K	–	400
2014 Q3	$24K	Hold	400	–	–	﹤0.01%	248
2014 Q2	$24K	Buy	+400	New	+$22.8K	0.01%	226

Other funds holding PAA

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Atwood & Palmer's PAA Position: Q3 2026 in Review

Atwood & Palmer held its Plains All American Pipeline (PAA) position steady in Q3 2026 at 2,304 shares worth $54.7K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Atwood & Palmer first reported a position in PAA in Q2 2014 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

Atwood & Palmer held 2,304 shares of Plains All American Pipeline worth $54.7K as of Q3 2026.
Atwood & Palmer left its Plains All American Pipeline share count unchanged in Q3 2026.
Plains All American Pipeline made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #252 holding.
Atwood & Palmer first reported a position in Plains All American Pipeline in Q2 2014 and has held it in 8 quarters since.
19 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.