Capital Advisors Ltd’s Plains All American Pipeline PAA Stock Holding History

Capital Advisors Ltd’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	$12K	Buy	495 +9	+2%	+$219	﹤0.01%	845
2026 Q2	$11K	Buy	+486	New	+$10.8K	﹤0.01%	845
2015 Q4	–	Sell	-566	Closed	-$17K	–	341
2015 Q3	$17K	Hold	566	–	–	0.01%	229
2015 Q2	$25K	Hold	566	–	–	0.01%	233
2015 Q1	$28K	Hold	566	–	–	0.01%	220
2014 Q4	$29K	Hold	566	–	–	0.02%	206
2014 Q3	$33K	Hold	566	–	–	0.02%	203
2014 Q2	$34K	Hold	566	–	–	0.02%	208
2014 Q1	$31K	Buy	+566	New	+$29.7K	0.02%	211

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Capital Advisors Ltd's PAA Position: Q3 2026 in Review

Capital Advisors Ltd increased its Plains All American Pipeline (PAA) stake by 1.9% in Q3 2026, buying an estimated $219 and bringing the position to 495 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Capital Advisors Ltd first reported a position in PAA in Q1 2014 and has held it in 9 quarters since. The position peaked at $34K in Q2 2014. 319 funds tracked by Wall St. Rank hold PAA as of Q3 2026.

Capital Advisors Ltd held 495 shares of Plains All American Pipeline worth $12K as of Q3 2026.
Capital Advisors Ltd bought 9 Plains All American Pipeline shares in Q3 2026, an estimated $219.
Plains All American Pipeline made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #845 holding.
Capital Advisors Ltd first reported a position in Plains All American Pipeline in Q1 2014 and has held it in 9 quarters since.
Capital Advisors Ltd's Plains All American Pipeline position peaked at $34K in Q2 2014.
319 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.