CFM Wealth Partners’s Plains All American Pipeline PAA Stock Holding History

CFM Wealth Partners’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 Q2	$413K	Hold	18,556	–	–	0.05%	113
2026 Q1	$414K	Sell	18,556 -495	-3%	-$10.1K	0.06%	114
2025 Q4	$342K	Hold	19,051	–	–	0.05%	119
2025 Q3	$325K	Hold	19,051	–	–	0.05%	122
2025 Q2	$349K	Hold	19,051	–	–	0.06%	111
2025 Q1	$381K	Hold	19,051	–	–	0.07%	108
2024 Q4	$325K	Sell	19,051 -4,765	-20%	-$82.9K	0.05%	112
2024 Q3	$414K	Hold	23,816	–	–	0.07%	110
2024 Q2	$425K	Hold	23,816	–	–	0.08%	106
2024 Q1	$418K	Hold	23,816	–	–	0.08%	113
2023 Q4	$361K	Buy	+23,816	New	+$364K	0.08%	126
2023 Q3	–	Sell	-23,780	Closed	-$335K	–	154
2023 Q2	$335K	Buy	+23,780	New	+$314K	0.08%	134
2023 Q1	–	Sell	-22,293	Closed	-$262K	–	164
2022 Q4	$262K	Buy	+22,293	New	+$264K	0.08%	142
2022 Q3	–	Sell	-22,293	Closed	-$219K	–	163
2022 Q2	$219K	Hold	22,293	–	–	0.07%	155
2022 Q1	$240K	Hold	22,293	–	–	0.06%	168
2021 Q4	$219K	Buy	22,293 +34	+0.2%	+$342	0.05%	171
2021 Q3	$226K	Buy	+22,259	New	+$221K	0.06%	168

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.8B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFM Wealth Partners's PAA Position: Q2 2026 in Review

CFM Wealth Partners held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 18,556 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #113.

CFM Wealth Partners first reported a position in PAA in Q3 2021 and has held it in 17 quarters since. The position peaked at $425K in Q2 2024. 422 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

CFM Wealth Partners held 18,556 shares of Plains All American Pipeline worth $413K as of Q2 2026.
CFM Wealth Partners left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.05% of CFM Wealth Partners's portfolio in Q2 2026, its #113 holding.
CFM Wealth Partners first reported a position in Plains All American Pipeline in Q3 2021 and has held it in 17 quarters since.
CFM Wealth Partners's Plains All American Pipeline position peaked at $425K in Q2 2024.
422 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.