Chase Investment Counsel’s Plains All American Pipeline PAA Stock Holding History

Chase Investment Counsel’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
2025 Q3	–	Sell	-14,002	Closed	-$256K	–	145
2025 Q2	$256K	Sell	14,002 -6,036	-30%	-$105K	0.08%	127
2025 Q1	$400K	Buy	+20,038	New	+$396K	0.15%	103
2017 Q2	–	Sell	-6,500	Closed	-$205K	–	91
2017 Q1	$205K	Hold	6,500	–	–	0.1%	81
2016 Q4	$209K	Buy	+6,500	New	+$205K	0.1%	85

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

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Chase Investment Counsel's PAA Position: Q3 2025 in Review

Chase Investment Counsel sold out of Plains All American Pipeline (PAA) in Q3 2025, closing a stake of 14,002 shares — an estimated $256K sold.

Chase Investment Counsel first reported a position in PAA in Q4 2016 and held it in 4 quarters. The position peaked at $400K in Q1 2025. 372 funds tracked by Wall St. Rank hold PAA as of Q3 2025.

Chase Investment Counsel reported no remaining Plains All American Pipeline position as of Q3 2025 after selling out during the quarter.
Chase Investment Counsel sold 14,002 Plains All American Pipeline shares in Q3 2025, an estimated $256K.
Chase Investment Counsel first reported a position in Plains All American Pipeline in Q4 2016 and held it in 4 quarters.
Chase Investment Counsel's Plains All American Pipeline position peaked at $400K in Q1 2025.
372 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2025.

Based on Chase Investment Counsel's 13F filing for Q3 2025, filed 10 Nov 2025.